Golden State Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
10,399
-578
| -5% | -$165K | 0.36% | 50 |
|
|
2025
Q1 | $2.8M | Sell |
10,977
-97
| -0.9% | -$24.8K | 0.42% | 52 |
|
|
2024
Q4 | $3.19M | Buy |
+11,074
| New | +$3.19M | 0.48% | 43 |
|
|
2022
Q1 | $5.52M | Sell |
21,594
-1,607
| -7% | -$411K | 1.08% | 21 |
|
|
2021
Q4 | $6.8M | Sell |
23,201
-370
| -2% | -$108K | 1.17% | 18 |
|
|
2021
Q3 | $6.92M | Sell |
23,571
-451
| -2% | -$132K | 1.5% | 17 |
|
|
2021
Q2 | $7.49M | Buy |
24,022
+3,777
| +19% | +$1.18M | 1.65% | 11 |
|
|
2021
Q1 | $6.09M | Sell |
20,245
-1,445
| -7% | -$435K | 2.01% | 12 |
|
|
2020
Q4 | $6.22M | Sell |
21,690
-371
| -2% | -$106K | 1.8% | 12 |
|
|
2020
Q3 | $4.89M | Buy |
+22,061
| New | +$4.89M | 1.63% | 13 |
|
|
2020
Q2 | – | Sell |
-22,991
| Closed | -$3.64M | – | 546 |
|
|
2020
Q1 | $3.64M | Buy |
+22,991
| New | +$3.64M | 1.6% | 11 |
|
|
2019
Q4 | – | Sell |
-21,649
| Closed | -$4.17M | – | 496 |
|
|
2019
Q3 | $4.17M | Buy |
21,649
+6
| +0% | +$1.16K | 1.38% | 14 |
|
|
2019
Q2 | $4.35M | Sell |
21,643
-194
| -0.9% | -$39K | 1.38% | 12 |
|
|
2019
Q1 | $4.3M | Buy |
+21,837
| New | +$4.3M | 1.43% | 9 |
|