Golden State Equity Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+948
| New | +$204K | 0.04% | 410 |
|
|
2025
Q1 | – | Sell |
-968
| Closed | -$214K | – | 457 |
|
|
2024
Q4 | $214K | Buy |
+968
| New | +$214K | 0.04% | 400 |
|
|
2023
Q4 | $227K | Buy |
+1,129
| New | +$227K | 0.06% | 324 |
|
|
2021
Q4 | – | Sell |
-1,095
| Closed | -$240K | – | 212 |
|
|
2021
Q3 | $240K | Buy |
1,095
+39
| +4% | +$8.55K | 0.1% | 197 |
|
|
2021
Q2 | $242K | Buy |
+1,056
| New | +$242K | 0.09% | 210 |
|