GSWM
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Golden State Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Golden State Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$848K Buy
2,821
+502
+22% +$141K 0.08% 207
2026
Q1 		$575K Sell
2,319
-363
-14% -$93.6K 0.06% 231
2025
Q4 		$660K Buy
2,682
+2
+0.1% +$492 0.07% 215
2025
Q3 		$649K Sell
2,680
-13
-0.5% -$2.98K 0.07% 205
2025
Q2 		$581K Buy
2,693
+404
+18% +$81.3K 0.07% 201
2025
Q1 		$457K Buy
2,289
+60
+3% +$13K 0.07% 217
2024
Q4 		$493K Buy
+2,229
New +$508K 0.07% 199
2022
Q1 		$699K Sell
3,403
-425
-11% -$86.7K 0.14% 142
2021
Q4 		$851K Buy
3,828
+229
+6% +$51.7K 0.15% 146
2021
Q3 		$787K Buy
3,599
+368
+11% +$81.6K 0.17% 116
2021
Q2 		$741K Buy
3,231
+1,770
+121% +$398K 0.16% 118
2021
Q1 		$322K Buy
1,461
+3
+0.2% +$655 0.11% 138
2020
Q4 		$286K Sell
1,458
-54
-4% -$9.45K 0.08% 184
2020
Q3 		$226K Buy
+1,512
New +$227K 0.08% 179
2020
Q2 		– Sell
-5,429
Closed -$621K – 557
2020
Q1 		$621K Buy
+5,429
New +$809K 0.27% 62
2019
Q4 		– Sell
-5,697
Closed -$862K – 503
2019
Q3 		$862K Sell
5,697
-301
-5% -$46K 0.28% 70
2019
Q2 		$932K Sell
5,998
-6
-0.1% -$925 0.3% 68
2019
Q1 		$919K Buy
+6,004
New +$902K 0.31% 67

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Golden State Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 22% in Q2 2026, buying an estimated $141K and bringing the position to 2,821 shares worth $848K. The position accounts for 0.08% of the portfolio, ranked #207.

Golden State Wealth Management first reported a position in IWM in Q1 2019 and has held it in 18 quarters since. The position peaked at $932K in Q2 2019. 1,104 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Golden State Wealth Management held 2,821 shares of iShares Russell 2000 ETF worth $848K as of Q2 2026.
  • Golden State Wealth Management bought 502 iShares Russell 2000 ETF shares in Q2 2026, an estimated $141K.
  • iShares Russell 2000 ETF made up 0.08% of Golden State Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Golden State Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's iShares Russell 2000 ETF position peaked at $932K in Q2 2019.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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