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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Buy	1,379 +124	+10%	+$24.1K	0.05%	358
2025 Q1	$236K	Sell	1,255 -629	-33%	-$118K	0.05%	379
2024 Q4	$349K	Buy	1,884 +1,555	+473%	+$288K	0.07%	305
2024 Q3	$62.4K	Buy	+329	New	+$62.4K	0.03%	353