Golden State Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40.7K Sell
2025
Q1
$37.7K Buy
2024
Q4
$36.7K Buy
2019
Q3
Sell
2019
Q2
$12K Hold
2019
Q1
$12K Buy