Golden State Equity Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
7,267
-12
| -0.2% | -$1.1K | 0.12% | 201 |
|
|
2025
Q1 | $619K | Sell |
7,279
-122
| -2% | -$10.4K | 0.12% | 204 |
|
|
2024
Q4 | $654K | Buy |
+7,401
| New | +$654K | 0.13% | 188 |
|
|
2024
Q3 | – | Sell |
-8,507
| Closed | -$690K | – | 862 |
|
|
2024
Q2 | $690K | Buy |
+8,507
| New | +$690K | 0.14% | 160 |
|
|
2023
Q4 | $679K | Sell |
8,737
-30
| -0.3% | -$2.33K | 0.16% | 144 |
|
|
2023
Q3 | $607K | Hold |
8,767
| – | – | 0.17% | 144 |
|
|
2023
Q2 | $640K | Buy |
+8,767
| New | +$640K | 0.18% | 137 |
|