Golden State Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52K	Hold	235	–	–	﹤0.01%	718
2026 Q1	$44.6K	Sell	235 -73	-24%	-$14.1K	﹤0.01%	713
2025 Q4	$55.9K	Hold	308	–	–	0.01%	664
2025 Q3	$54.5K	Buy	308 +1	+0.3%	+$169	0.01%	649
2025 Q2	$48.6K	Hold	307	–	–	0.01%	652
2025 Q1	$46.5K	Buy	307 +18	+6%	+$2.91K	0.01%	608
2024 Q4	$47.5K	Buy	+289	New	+$49.3K	0.01%	585
2020 Q4	–	Sell	-2,483	Closed	-$247K	–	327
2020 Q3	$247K	Sell	2,483 -34,489	-93%	-$3.5M	0.08%	169
2020 Q2	$6.65M	Buy	36,972 +34,721	+1,542%	+$3.16M	1.71%	8
2020 Q1	$185K	Buy	+2,251	New	+$253K	0.08%	166
2019 Q4	–	Sell	-2,112	Closed	-$252K	–	504
2019 Q3	$252K	Buy	2,112 +1	+0%	+$118	0.08%	178
2019 Q2	$254K	Sell	2,111 -16	-0.8%	-$1.93K	0.08%	189
2019 Q1	$255K	Buy	+2,127	New	+$254K	0.09%	193

Other funds holding IWN

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

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Golden State Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 235 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Golden State Wealth Management first reported a position in IWN in Q1 2019 and has held it in 13 quarters since. The position peaked at $6.65M in Q2 2020. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Golden State Wealth Management held 235 shares of iShares Russell 2000 Value ETF worth $52K as of Q2 2026.
Golden State Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #718 holding.
Golden State Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's iShares Russell 2000 Value ETF position peaked at $6.65M in Q2 2020.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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