Golden State Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Buy	11,991 +74	+0.6%	+$10.2K	0.16%	132
2026 Q1	$1.53M	Hold	11,917	–	–	0.17%	126
2025 Q4	$1.63M	Sell	11,917 -21	-0.2%	-$2.94K	0.17%	102
2025 Q3	$1.7M	Hold	11,938	–	–	0.19%	98
2025 Q2	$1.66M	Sell	11,938 -54	-0.5%	-$6.83K	0.2%	95
2025 Q1	$1.41M	Sell	11,992 -176	-1%	-$22.6K	0.21%	91
2024 Q4	$1.54M	Buy	+12,168	New	+$1.55M	0.23%	83
2022 Q1	$1.35M	Sell	13,470 -600	-4%	-$59.8K	0.27%	72
2021 Q4	$1.62M	Sell	14,070 -243	-2%	-$28.3K	0.28%	64
2021 Q3	$1.6M	Sell	14,313 -55	-0.4%	-$6.33K	0.35%	53
2021 Q2	$1.63M	Sell	14,368 -138	-1%	-$14.7K	0.36%	58
2021 Q1	$1.48M	Sell	14,506 -445	-3%	-$46.5K	0.49%	36
2020 Q4	$1.53M	Buy	14,951 +1	+0%	+$95	0.44%	45
2020 Q3	$1.29M	Buy	+14,950	New	+$1.26M	0.43%	38
2020 Q2	–	Sell	-15,904	Closed	-$967K	–	601
2020 Q1	$967K	Buy	+15,904	New	+$1.16M	0.43%	40
2019 Q4	–	Sell	-24,046	Closed	-$1.7M	–	506
2019 Q3	$1.7M	Sell	24,046 -540	-2%	-$38.8K	0.56%	34
2019 Q2	$1.75M	Sell	24,586 -1,292	-5%	-$89.9K	0.56%	37
2019 Q1	$1.75M	Buy	+25,878	New	+$1.66M	0.59%	35

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Golden State Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.62% in Q2 2026, buying an estimated $10.2K and bringing the position to 11,991 shares worth $1.76M. The position accounts for 0.16% of the portfolio, ranked #132.

Golden State Wealth Management first reported a position in IWP in Q1 2019 and has held it in 18 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Golden State Wealth Management held 11,991 shares of iShares Russell Mid-Cap Growth ETF worth $1.76M as of Q2 2026.
Golden State Wealth Management bought 74 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.2K.
iShares Russell Mid-Cap Growth ETF made up 0.16% of Golden State Wealth Management's portfolio in Q2 2026, its #132 holding.
Golden State Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 18 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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