Goldstein Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Goldstein Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$740K	Buy
2025 Q1	$589K	Hold
2024 Q4	$653K	Sell
2024 Q3	$674K	Hold
2024 Q2	$619K	Hold
2024 Q1	$642K	Buy
2023 Q4	$552K	Buy
2023 Q3	$232K	Buy