Golden State Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Sell |
23,364
-2,333
| -9% | -$453K | 0.55% | 34 |
|
|
2025
Q1 | $4.84M | Buy |
25,697
+23,401
| +1,019% | +$4.4M | 0.72% | 28 |
|
|
2024
Q4 | $425K | Buy |
+2,296
| New | +$425K | 0.06% | 218 |
|
|
2022
Q1 | $271K | Buy |
1,632
+21
| +1% | +$3.49K | 0.05% | 252 |
|
|
2021
Q4 | $270K | Buy |
1,611
+164
| +11% | +$27.5K | 0.05% | 307 |
|
|
2021
Q3 | $226K | Sell |
1,447
-70
| -5% | -$10.9K | 0.05% | 272 |
|
|
2021
Q2 | $241K | Hold |
1,517
| – | – | 0.05% | 256 |
|
|
2021
Q1 | $229K | Sell |
1,517
-35
| -2% | -$5.28K | 0.08% | 180 |
|
|
2020
Q4 | $212K | Buy |
1,552
+35
| +2% | +$4.78K | 0.06% | 225 |
|
|
2020
Q3 | $179K | Buy |
+1,517
| New | +$179K | 0.06% | 203 |
|
|
2020
Q2 | – | Sell |
-1,516
| Closed | -$150K | – | 543 |
|
|
2020
Q1 | $150K | Buy |
+1,516
| New | +$150K | 0.07% | 191 |
|
|
2019
Q4 | – | Sell |
-2,190
| Closed | -$281K | – | 492 |
|
|
2019
Q3 | $281K | Sell |
2,190
-40
| -2% | -$5.13K | 0.09% | 164 |
|
|
2019
Q2 | $283K | Buy |
2,230
+1
| +0% | +$127 | 0.09% | 175 |
|
|
2019
Q1 | $275K | Buy |
+2,229
| New | +$275K | 0.09% | 181 |
|