GFG
Goldstone Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Sell |
24,601
-1,127
| -4% | -$251K | 0.72% | 39 |
|
|
2025
Q1 | $5.13M | Sell |
25,728
-20,955
| -45% | -$4.18M | 0.78% | 36 |
|
|
2024
Q4 | $10.3M | Buy |
46,683
+7,912
| +20% | +$1.75M | 1.62% | 17 |
|
|
2024
Q3 | $8.56M | Buy |
38,771
+15,459
| +66% | +$3.41M | 1.49% | 21 |
|
|
2024
Q2 | $4.73M | Buy |
23,312
+4,943
| +27% | +$1M | 0.95% | 28 |
|
|
2024
Q1 | $3.86M | Buy |
18,369
+3,575
| +24% | +$752K | 0.89% | 30 |
|
|
2023
Q4 | $2.97M | Buy |
14,794
+3,634
| +33% | +$729K | 0.77% | 35 |
|
|
2023
Q3 | $1.97M | Buy |
11,160
+602
| +6% | +$106K | 0.58% | 37 |
|
|
2023
Q2 | $1.98M | Buy |
10,558
+824
| +8% | +$154K | 0.58% | 36 |
|
|
2023
Q1 | $1.74M | Buy |
+9,734
| New | +$1.74M | 0.57% | 33 |
|