Goldstone Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.49M	Sell	14,053 -10,041	-42%	-$2.59M	0.38%	54
2025 Q4	$5.93M	Sell	24,094 -557	-2%	-$137K	0.66%	42
2025 Q3	$5.96M	Buy	24,651 +50	+0.2%	+$11.5K	0.71%	40
2025 Q2	$5.49M	Sell	24,601 -1,127	-4%	-$227K	0.72%	39
2025 Q1	$5.13M	Sell	25,728 -20,955	-45%	-$4.55M	0.78%	36
2024 Q4	$10.3M	Buy	46,683 +7,912	+20%	+$1.8M	1.62%	17
2024 Q3	$8.56M	Buy	38,771 +15,459	+66%	+$3.31M	1.49%	21
2024 Q2	$4.73M	Buy	23,312 +4,943	+27%	+$999K	0.95%	28
2024 Q1	$3.86M	Buy	18,369 +3,575	+24%	+$713K	0.89%	30
2023 Q4	$2.97M	Buy	14,794 +3,634	+33%	+$651K	0.77%	35
2023 Q3	$1.97M	Buy	11,160 +602	+6%	+$113K	0.58%	37
2023 Q2	$1.98M	Buy	10,558 +824	+8%	+$147K	0.58%	36
2023 Q1	$1.74M	Buy	+9,734	New	+$1.79M	0.57%	33