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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$532K	Buy	4,826 +103	+2%	+$10.8K	0.05%	271
2026 Q1	$459K	Sell	4,723 -87	-2%	-$8.69K	0.05%	263
2025 Q4	$463K	Sell	4,810 -24	-0.5%	-$2.31K	0.05%	265
2025 Q3	$467K	Buy	4,834 +3	+0.1%	+$284	0.05%	252
2025 Q2	$444K	Buy	4,831 +240	+5%	+$20.7K	0.05%	252
2025 Q1	$391K	Buy	4,591 +216	+5%	+$19.3K	0.06%	243
2024 Q4	$387K	Buy	+4,375	New	+$397K	0.06%	232
2022 Q1	$502K	Buy	6,437 +400	+7%	+$30.8K	0.1%	173
2021 Q4	$501K	Buy	6,037 +1	+0%	+$82	0.09%	207
2021 Q3	$472K	Sell	6,036 -1	-0%	-$80	0.1%	171
2021 Q2	$478K	Buy	+6,037	New	+$468K	0.11%	167
2020 Q2	–	Sell	-488	Closed	-$21K	–	602
2020 Q1	$21K	Buy	+488	New	+$26.9K	0.01%	493
2019 Q4	–	Sell	-658	Closed	-$37K	–	507
2019 Q3	$37K	Buy	658 +1	+0.2%	+$56	0.01%	492
2019 Q2	$36K	Sell	657 -168	-20%	-$9.22K	0.01%	525
2019 Q1	$45K	Buy	+825	New	+$42.7K	0.02%	470

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Golden State Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 4,826 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #271.

Golden State Wealth Management first reported a position in IWR in Q1 2019 and has held it in 15 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Golden State Wealth Management held 4,826 shares of iShares Russell Mid-Cap ETF worth $532K as of Q2 2026.
Golden State Wealth Management bought 103 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.8K.
iShares Russell Mid-Cap ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #271 holding.
Golden State Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 15 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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