Golden State Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
2,693
+404
| +18% | +$87.2K | 0.07% | 201 |
|
|
2025
Q1 | $457K | Buy |
2,289
+60
| +3% | +$12K | 0.07% | 217 |
|
|
2024
Q4 | $493K | Buy |
+2,229
| New | +$493K | 0.07% | 199 |
|
|
2022
Q1 | $699K | Sell |
3,403
-425
| -11% | -$87.3K | 0.14% | 142 |
|
|
2021
Q4 | $851K | Buy |
3,828
+229
| +6% | +$50.9K | 0.15% | 146 |
|
|
2021
Q3 | $787K | Buy |
3,599
+368
| +11% | +$80.5K | 0.17% | 116 |
|
|
2021
Q2 | $741K | Buy |
3,231
+1,770
| +121% | +$406K | 0.16% | 118 |
|
|
2021
Q1 | $322K | Buy |
1,461
+3
| +0.2% | +$661 | 0.11% | 138 |
|
|
2020
Q4 | $286K | Sell |
1,458
-54
| -4% | -$10.6K | 0.08% | 184 |
|
|
2020
Q3 | $226K | Buy |
+1,512
| New | +$226K | 0.08% | 179 |
|
|
2020
Q2 | – | Sell |
-5,429
| Closed | -$621K | – | 545 |
|
|
2020
Q1 | $621K | Buy |
+5,429
| New | +$621K | 0.27% | 62 |
|
|
2019
Q4 | – | Sell |
-5,697
| Closed | -$862K | – | 494 |
|
|
2019
Q3 | $862K | Sell |
5,697
-301
| -5% | -$45.5K | 0.28% | 70 |
|
|
2019
Q2 | $932K | Sell |
5,998
-6
| -0.1% | -$932 | 0.3% | 68 |
|
|
2019
Q1 | $919K | Buy |
+6,004
| New | +$919K | 0.31% | 67 |
|