Golden State Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
11,938
-54
| -0.5% | -$7.49K | 0.2% | 95 |
|
|
2025
Q1 | $1.41M | Sell |
11,992
-176
| -1% | -$20.7K | 0.21% | 91 |
|
|
2024
Q4 | $1.54M | Buy |
+12,168
| New | +$1.54M | 0.23% | 83 |
|
|
2022
Q1 | $1.35M | Sell |
13,470
-600
| -4% | -$60.3K | 0.27% | 72 |
|
|
2021
Q4 | $1.62M | Sell |
14,070
-243
| -2% | -$28K | 0.28% | 64 |
|
|
2021
Q3 | $1.6M | Sell |
14,313
-55
| -0.4% | -$6.16K | 0.35% | 53 |
|
|
2021
Q2 | $1.63M | Sell |
14,368
-138
| -1% | -$15.6K | 0.36% | 58 |
|
|
2021
Q1 | $1.48M | Sell |
14,506
-445
| -3% | -$45.4K | 0.49% | 36 |
|
|
2020
Q4 | $1.54M | Buy |
14,951
+1
| +0% | +$103 | 0.44% | 45 |
|
|
2020
Q3 | $1.29M | Buy |
+14,950
| New | +$1.29M | 0.43% | 38 |
|
|
2020
Q2 | – | Sell |
-15,904
| Closed | -$967K | – | 547 |
|
|
2020
Q1 | $967K | Buy |
+15,904
| New | +$967K | 0.43% | 40 |
|
|
2019
Q4 | – | Sell |
-24,046
| Closed | -$1.7M | – | 497 |
|
|
2019
Q3 | $1.7M | Sell |
24,046
-540
| -2% | -$38.2K | 0.56% | 34 |
|
|
2019
Q2 | $1.75M | Sell |
24,586
-1,292
| -5% | -$92.1K | 0.56% | 37 |
|
|
2019
Q1 | $1.76M | Buy |
+25,878
| New | +$1.76M | 0.59% | 35 |
|