GA
Goldstein Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Buy |
3,431
+476
| +16% | +$103K | 0.1% | 70 |
|
|
2025
Q1 | $589K | Hold |
2,955
| – | – | 0.09% | 81 |
|
|
2024
Q4 | $653K | Sell |
2,955
-96
| -3% | -$21.2K | 0.09% | 75 |
|
|
2024
Q3 | $674K | Hold |
3,051
| – | – | 0.1% | 72 |
|
|
2024
Q2 | $619K | Hold |
3,051
| – | – | 0.1% | 69 |
|
|
2024
Q1 | $642K | Buy |
3,051
+299
| +11% | +$62.9K | 0.11% | 66 |
|
|
2023
Q4 | $552K | Buy |
2,752
+1,440
| +110% | +$289K | 0.09% | 96 |
|
|
2023
Q3 | $232K | Buy |
+1,312
| New | +$232K | 0.05% | 121 |
|