Golden State Equity Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
674
-38
| -5% | -$13.3K | 0.04% | 385 |
|
|
2025
Q1 | $226K | Sell |
712
-148
| -17% | -$47K | 0.04% | 389 |
|
|
2024
Q4 | $288K | Buy |
+860
| New | +$288K | 0.06% | 346 |
|
|
2024
Q3 | – | Sell |
-855
| Closed | -$264K | – | 863 |
|
|
2024
Q2 | $264K | Buy |
+855
| New | +$264K | 0.06% | 342 |
|
|
2023
Q4 | $347K | Buy |
+1,269
| New | +$347K | 0.08% | 249 |
|