Golden State Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $467K | Buy |
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|
2025
Q2 | $444K | Buy |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $387K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | $472K | Sell |
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|
2021
Q2 | $478K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $21K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $37K | Buy |
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|
2019
Q2 | $36K | Sell |
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|
2019
Q1 | $45K | Buy |
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