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 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	New	+$290K	0.06%	346
2024 Q3	–	Sell	-855	Closed	-$264K	–	863
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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Golden State Equity Partners's IWV Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares Russell 3000 ETF (IWV) stake by 51% in Q1 2026, buying an estimated $120K and bringing the position to 912 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #548.

Golden State Equity Partners first reported a position in IWV in Q4 2023 and has held it in 7 quarters since. The position peaked at $347K in Q4 2023. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Golden State Equity Partners held 912 shares of iShares Russell 3000 ETF worth $338K as of Q1 2026.
Golden State Equity Partners bought 309 iShares Russell 3000 ETF shares in Q1 2026, an estimated $120K.
iShares Russell 3000 ETF made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #548 holding.
Golden State Equity Partners first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 7 quarters since.
Golden State Equity Partners's iShares Russell 3000 ETF position peaked at $347K in Q4 2023.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.