Golden State Equity Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
18,512
+8,730
| +89% | +$1.21M | 0.48% | 42 |
|
|
2025
Q1 | $1.15M | Buy |
9,782
+107
| +1% | +$12.6K | 0.23% | 114 |
|
|
2024
Q4 | $1.23M | Buy |
+9,675
| New | +$1.23M | 0.23% | 109 |
|
|
2024
Q3 | – | Sell |
-15,813
| Closed | -$1.74M | – | 861 |
|
|
2024
Q2 | $1.74M | Buy |
+15,813
| New | +$1.74M | 0.36% | 63 |
|
|
2023
Q4 | $1.7M | Buy |
16,245
+5,154
| +46% | +$538K | 0.41% | 58 |
|
|
2023
Q3 | $1.01M | Buy |
11,091
+235
| +2% | +$21.5K | 0.28% | 91 |
|
|
2023
Q2 | $1.05M | Buy |
10,856
+6,125
| +129% | +$592K | 0.29% | 82 |
|
|
2023
Q1 | $431K | Buy |
+4,731
| New | +$431K | 0.23% | 107 |
|
|
2022
Q1 | $898K | Sell |
8,939
-1,096
| -11% | -$110K | 0.45% | 65 |
|
|
2021
Q4 | $1.16M | Buy |
10,035
+741
| +8% | +$85.4K | 0.58% | 43 |
|
|
2021
Q3 | $1.04M | Sell |
9,294
-16
| -0.2% | -$1.79K | 0.42% | 56 |
|
|
2021
Q2 | $1.05M | Buy |
9,310
+278
| +3% | +$31.5K | 0.41% | 61 |
|
|
2021
Q1 | $922K | Sell |
9,032
-3,186
| -26% | -$325K | 0.53% | 54 |
|
|
2020
Q4 | $1.25M | Buy |
+12,218
| New | +$1.25M | 0.86% | 36 |
|