Golden State Equity Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Golden State Equity Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$614K	Buy
2025 Q2	$570K	Buy
2025 Q1	$501K	Buy
2024 Q4	$525K	Buy
2024 Q3	–	Sell
2024 Q2	$469K	Buy
2023 Q4	$405K	Buy