Golden State Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$121K	Sell	345 -104	-23%	-$36.5K	0.01%	445
2025 Q1	$143K	Sell	449 -19	-4%	-$6.04K	0.02%	380
2024 Q4	$156K	Buy	+468	New	+$156K	0.02%	361
2020 Q2	–	Sell	-81	Closed	-$12K	–	550
2020 Q1	$12K	Buy	+81	New	+$12K	0.01%	590