Golden State Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Golden State Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Buy	13,856 +4,420	+47%	+$533K	0.16%	134
2026 Q1	$1.01M	Sell	9,436 -356	-4%	-$40.4K	0.11%	158
2025 Q4	$1.16M	Sell	9,792 -1,264	-11%	-$150K	0.12%	141
2025 Q3	$1.29M	Sell	11,056 -240	-2%	-$26.7K	0.14%	121
2025 Q2	$1.2M	Buy	11,296 +324	+3%	+$31K	0.15%	123
2025 Q1	$991K	Buy	10,972 +8,304	+311%	+$819K	0.15%	123
2024 Q4	$268K	Buy	+2,668	New	+$262K	0.04%	280
2022 Q1	$324K	Buy	4,676 +44	+0.9%	+$3K	0.06%	227
2021 Q4	$354K	Buy	4,632 +868	+23%	+$64.3K	0.06%	263
2021 Q3	$258K	Hold	3,764	–	–	0.06%	254
2021 Q2	$255K	Hold	3,764	–	–	0.06%	248
2021 Q1	$228K	Sell	3,764 -104	-3%	-$6.33K	0.08%	181
2020 Q4	$233K	Buy	3,868 +104	+3%	+$5.92K	0.07%	211
2020 Q3	$204K	Sell	3,764 -3,360	-47%	-$177K	0.07%	191
2020 Q2	$342K	Buy	7,124 +3,360	+89%	+$148K	0.09%	147
2020 Q1	$142K	Buy	+3,764	New	+$162K	0.06%	200
2019 Q4	–	Sell	-5,192	Closed	-$207K	–	502
2019 Q3	$207K	Buy	5,192 +8	+0.2%	+$321	0.07%	197
2019 Q2	$204K	Hold	5,184	–	–	0.06%	225
2019 Q1	$196K	Buy	+5,184	New	+$186K	0.07%	228

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Golden State Wealth Management's IWF Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 47% in Q2 2026, buying an estimated $533K and bringing the position to 13,856 shares worth $1.72M. The position accounts for 0.16% of the portfolio, ranked #134.

Golden State Wealth Management first reported a position in IWF in Q1 2019 and has held it in 19 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Golden State Wealth Management held 13,856 shares of iShares Russell 1000 Growth ETF worth $1.72M as of Q2 2026.
Golden State Wealth Management bought 4,420 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $533K.
iShares Russell 1000 Growth ETF made up 0.16% of Golden State Wealth Management's portfolio in Q2 2026, its #134 holding.
Golden State Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 19 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.