Golden State Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.38M | Sell |
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|
2025
Q2 | $4.54M | Sell |
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|
2025
Q1 | $4.84M | Buy |
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|
2024
Q4 | $425K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $229K | Sell |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | $179K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $150K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $281K | Sell |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | $275K | Buy |
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