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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$83.4K	Buy	572 +1	+0.2%	+$148	0.01%	560
2025 Q4	$80.7K	Sell	571 -53	-8%	-$7.41K	0.01%	573
2025 Q3	$87.2K	Hold	624	–	–	0.01%	540
2025 Q2	$82.5K	Hold	624	–	–	0.01%	537
2025 Q1	$78.6K	Sell	624 -30	-5%	-$3.91K	0.01%	502
2024 Q4	$84.6K	Buy	+654	New	+$87.5K	0.01%	463
2020 Q2	–	Sell	-490	Closed	-$31K	–	561
2020 Q1	$31K	Buy	+490	New	+$41.9K	0.01%	437
2019 Q4	–	Sell	-598	Closed	-$54K	–	508
2019 Q3	$54K	Hold	598	–	–	0.02%	408
2019 Q2	$53K	Hold	598	–	–	0.02%	444
2019 Q1	$52K	Buy	+598	New	+$50.4K	0.02%	432

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Golden State Wealth Management's IWS Position: Q1 2026 in Review

Golden State Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.18% in Q1 2026, buying an estimated $148 and bringing the position to 572 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #560.

Golden State Wealth Management first reported a position in IWS in Q1 2019 and has held it in 10 quarters since. The position peaked at $87.2K in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Golden State Wealth Management held 572 shares of iShares Russell Mid-Cap Value ETF worth $83.4K as of Q1 2026.
Golden State Wealth Management bought 1 iShares Russell Mid-Cap Value ETF share in Q1 2026, an estimated $148.
iShares Russell Mid-Cap Value ETF made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #560 holding.
Golden State Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $87.2K in Q3 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.