Golden State Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
4,831
+240
| +5% | +$22.1K | 0.05% | 252 |
|
|
2025
Q1 | $391K | Buy |
4,591
+216
| +5% | +$18.4K | 0.06% | 243 |
|
|
2024
Q4 | $387K | Buy |
+4,375
| New | +$387K | 0.06% | 232 |
|
|
2022
Q1 | $502K | Buy |
6,437
+400
| +7% | +$31.2K | 0.1% | 173 |
|
|
2021
Q4 | $501K | Buy |
6,037
+1
| +0% | +$83 | 0.09% | 207 |
|
|
2021
Q3 | $472K | Sell |
6,036
-1
| -0% | -$78 | 0.1% | 171 |
|
|
2021
Q2 | $478K | Buy |
+6,037
| New | +$478K | 0.11% | 167 |
|
|
2020
Q2 | – | Sell |
-488
| Closed | -$21K | – | 548 |
|
|
2020
Q1 | $21K | Buy |
+488
| New | +$21K | 0.01% | 493 |
|
|
2019
Q4 | – | Sell |
-658
| Closed | -$37K | – | 498 |
|
|
2019
Q3 | $37K | Buy |
658
+1
| +0.2% | +$56 | 0.01% | 492 |
|
|
2019
Q2 | $36K | Sell |
657
-168
| -20% | -$9.21K | 0.01% | 525 |
|
|
2019
Q1 | $45K | Buy |
+825
| New | +$45K | 0.02% | 470 |
|