Golden State Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.5K | Hold |
624
| – | – | 0.01% | 537 |
|
|
2025
Q1 | $78.6K | Sell |
624
-30
| -5% | -$3.78K | 0.01% | 502 |
|
|
2024
Q4 | $84.6K | Buy |
+654
| New | +$84.6K | 0.01% | 463 |
|
|
2020
Q2 | – | Sell |
-490
| Closed | -$31K | – | 549 |
|
|
2020
Q1 | $31K | Buy |
+490
| New | +$31K | 0.01% | 437 |
|
|
2019
Q4 | – | Sell |
-598
| Closed | -$54K | – | 499 |
|
|
2019
Q3 | $54K | Hold |
598
| – | – | 0.02% | 408 |
|
|
2019
Q2 | $53K | Hold |
598
| – | – | 0.02% | 444 |
|
|
2019
Q1 | $52K | Buy |
+598
| New | +$52K | 0.02% | 432 |
|