Golden State Equity Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
1,679
+46
| +3% | +$15.6K | 0.11% | 232 |
|
|
2025
Q1 | $501K | Buy |
1,633
+4
| +0.2% | +$1.23K | 0.1% | 242 |
|
|
2024
Q4 | $525K | Buy |
+1,629
| New | +$525K | 0.1% | 225 |
|
|
2024
Q3 | – | Sell |
-1,577
| Closed | -$469K | – | 859 |
|
|
2024
Q2 | $469K | Buy |
+1,577
| New | +$469K | 0.1% | 232 |
|
|
2023
Q4 | $405K | Buy |
+1,544
| New | +$405K | 0.1% | 220 |
|