Golden State Equity Partners’s iShares Russell 2000 ETF IWM Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$202K	Sell
2025 Q2	$204K	Buy
2025 Q1	–	Sell
2024 Q4	$214K	Buy
2023 Q4	$227K	Buy
2021 Q4	–	Sell
2021 Q3	$240K	Buy
2021 Q2	$242K	Buy