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Golden State Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Golden State Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.74M Sell
9,483
-91
-1% -$33.2K 0.34% 65
2026
Q1 		$3M Sell
9,574
-282
-3% -$93.8K 0.33% 62
2025
Q4 		$3.18M Sell
9,856
-179
-2% -$58.2K 0.34% 60
2025
Q3 		$3.21M Sell
10,035
-364
-4% -$110K 0.35% 54
2025
Q2 		$2.97M Sell
10,399
-578
-5% -$152K 0.36% 50
2025
Q1 		$2.8M Sell
10,977
-97
-0.9% -$27.4K 0.42% 52
2024
Q4 		$3.19M Buy
+11,074
New +$3.28M 0.48% 43
2022
Q1 		$5.52M Sell
21,594
-1,607
-7% -$411K 1.08% 21
2021
Q4 		$6.8M Sell
23,201
-370
-2% -$112K 1.17% 18
2021
Q3 		$6.92M Sell
23,571
-451
-2% -$135K 1.5% 17
2021
Q2 		$7.49M Buy
24,022
+3,777
+19% +$1.14M 1.65% 11
2021
Q1 		$6.09M Sell
20,245
-1,445
-7% -$448K 2.01% 12
2020
Q4 		$6.22M Sell
21,690
-371
-2% -$94.6K 1.8% 12
2020
Q3 		$4.89M Buy
+22,061
New +$4.83M 1.63% 13
2020
Q2 		– Sell
-22,991
Closed -$3.64M – 558
2020
Q1 		$3.64M Buy
+22,991
New +$4.56M 1.6% 11
2019
Q4 		– Sell
-21,649
Closed -$4.17M – 505
2019
Q3 		$4.17M Buy
21,649
+6
+0% +$1.19K 1.38% 14
2019
Q2 		$4.35M Sell
21,643
-194
-0.9% -$38.4K 1.38% 12
2019
Q1 		$4.29M Buy
+21,837
New +$4.15M 1.43% 9

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Golden State Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.95% in Q2 2026, selling an estimated $33.2K and leaving 9,483 shares worth $3.74M. The position accounts for 0.34% of the portfolio, ranked #65.

Golden State Wealth Management first reported a position in IWO in Q1 2019 and has held it in 18 quarters since. The position peaked at $7.49M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Golden State Wealth Management held 9,483 shares of iShares Russell 2000 Growth ETF worth $3.74M as of Q2 2026.
  • Golden State Wealth Management sold 91 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $33.2K.
  • iShares Russell 2000 Growth ETF made up 0.34% of Golden State Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Golden State Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's iShares Russell 2000 Growth ETF position peaked at $7.49M in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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