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

Golden State Wealth Management’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
2025 Q2	$121K	Sell
2025 Q1	$143K	Sell
2024 Q4	$156K	Buy
2020 Q2	–	Sell
2020 Q1	$12K	Buy