Golden State Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $649K | Sell |
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|
2025
Q2 | $581K | Buy |
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|
2025
Q1 | $457K | Buy |
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|
2024
Q4 | $493K | Buy |
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|
2022
Q1 | $699K | Sell |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $787K | Buy |
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|
2021
Q2 | $741K | Buy |
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|
2021
Q1 | $322K | Buy |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $226K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $621K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $862K | Sell |
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|
2019
Q2 | $932K | Sell |
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|
2019
Q1 | $919K | Buy |
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