Golden State Equity Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
2,872
+387
| +16% | +$164K | 0.23% | 104 |
|
|
2025
Q1 | $897K | Sell |
2,485
-751
| -23% | -$271K | 0.18% | 147 |
|
|
2024
Q4 | $1.3M | Buy |
+3,236
| New | +$1.3M | 0.25% | 99 |
|
|
2024
Q3 | – | Sell |
-3,547
| Closed | -$1.29M | – | 860 |
|
|
2024
Q2 | $1.29M | Buy |
+3,547
| New | +$1.29M | 0.27% | 89 |
|
|
2023
Q4 | $1.13M | Buy |
3,730
+436
| +13% | +$132K | 0.27% | 97 |
|
|
2023
Q3 | $876K | Hold |
3,294
| – | – | 0.24% | 103 |
|
|
2023
Q2 | $906K | Buy |
3,294
+1,440
| +78% | +$396K | 0.25% | 95 |
|
|
2023
Q1 | $453K | Buy |
+1,854
| New | +$453K | 0.25% | 103 |
|
|
2022
Q1 | $1.12M | Sell |
4,026
-3,791
| -48% | -$1.05M | 0.56% | 53 |
|
|
2021
Q4 | $2.39M | Sell |
7,817
-537
| -6% | -$164K | 1.21% | 25 |
|
|
2021
Q3 | $2.29M | Buy |
8,354
+2,017
| +32% | +$553K | 0.93% | 25 |
|
|
2021
Q2 | $1.72M | Sell |
6,337
-298
| -4% | -$80.9K | 0.66% | 30 |
|
|
2021
Q1 | $1.61M | Sell |
6,635
-1,990
| -23% | -$484K | 0.92% | 30 |
|
|
2020
Q4 | $2.08M | Buy |
+8,625
| New | +$2.08M | 1.43% | 11 |
|