Golden State Equity Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Golden State Equity Partners’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-912	Closed	-$338K	–	1046
2026 Q1	$338K	Buy	912 +309	+51%	+$120K	0.03%	548
2025 Q4	$233K	Buy	+603	New	+$231K	0.04%	452
2025 Q3	–	Sell	-674	Closed	-$237K	–	467
2025 Q2	$237K	Sell	674 -38	-5%	-$12.3K	0.04%	385
2025 Q1	$226K	Sell	712 -148	-17%	-$49.6K	0.04%	389
2024 Q4	$288K	Buy	860 +2	+0.2%	+$673	0.06%	346
2024 Q3	$280K	Buy	858 +3	+0.4%	+$944	0.04%	350
2024 Q2	$264K	Buy	+855	New	+$255K	0.06%	342
2023 Q4	$347K	Buy	+1,269	New	+$324K	0.08%	249

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Golden State Equity Partners's IWV Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 912 shares — an estimated $338K sold.

Golden State Equity Partners first reported a position in IWV in Q4 2023 and held it in 8 quarters. The position peaked at $347K in Q4 2023. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 912 iShares Russell 3000 ETF shares in Q2 2026, an estimated $338K.
Golden State Equity Partners first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 8 quarters.
Golden State Equity Partners's iShares Russell 3000 ETF position peaked at $347K in Q4 2023.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.