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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$237K	Sell
2025 Q1	$226K	Sell
2024 Q4	$288K	Buy
2024 Q3	–	Sell
2024 Q2	$264K	Buy
2023 Q4	$347K	Buy