Golden State Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Sell |
120
-3
| -2% | -$1.02K | 0.01% | 694 |
|
|
2025
Q1 | $37.7K | Buy |
123
+9
| +8% | +$2.76K | 0.01% | 653 |
|
|
2024
Q4 | $36.7K | Buy |
+114
| New | +$36.7K | 0.01% | 637 |
|
|
2019
Q3 | – | Sell |
-78
| Closed | -$12K | – | 1082 |
|
|
2019
Q2 | $12K | Hold |
78
| – | – | ﹤0.01% | 712 |
|
|
2019
Q1 | $12K | Buy |
+78
| New | +$12K | ﹤0.01% | 736 |
|