A detailed history of Golden State Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 103 shares of IWX stock, worth $8,023. This represents 0.0% of its overall portfolio holdings.

Number of Shares
103
Previous 206 50.0%
Holding current value
$8,023
Previous $16,000 52806.25%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
$78.54 - $84.86 $8,089 - $8,740
-103 Reduced 50.0%
103 $8.47 Million
Q1 2025

Apr 23, 2025

BUY
$78.54 - $84.86 $8,089 - $8,740
103 Added 100.0%
206 $16,000
Q4 2024

Jan 28, 2025

BUY
$78.25 - $85.17 $8,059 - $8,772
103 New
103 $8.14 Million

Others Institutions Holding IWX

About ISHARES TR RUSSELL 200 VALUE E


  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.