Golden State Equity Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$344K Buy
2022
Q1
$742K Sell
2021
Q4
$1.07M Buy
2021
Q3
$990K Hold
2021
Q2
$1M Sell
2021
Q1
$1.09M Buy
2020
Q4
$781K Buy