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
2026 Q2	$153K	Sell	358 -4	-1%	-$1.65K	0.01%	468
2026 Q1	$134K	Buy	362 +17	+5%	+$6.58K	0.01%	449
2025 Q4	$133K	Hold	345	–	–	0.01%	459
2025 Q3	$131K	Hold	345	–	–	0.01%	446
2025 Q2	$121K	Sell	345 -104	-23%	-$33.8K	0.01%	445
2025 Q1	$143K	Sell	449 -19	-4%	-$6.37K	0.02%	380
2024 Q4	$156K	Buy	+468	New	+$158K	0.02%	361
2020 Q2	–	Sell	-81	Closed	-$12K	–	604
2020 Q1	$12K	Buy	+81	New	+$14.4K	0.01%	590

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 Wealth Management's IWV Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.1% in Q2 2026, selling an estimated $1.65K and leaving 358 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #468.

Golden State Wealth Management first reported a position in IWV in Q1 2020 and has held it in 8 quarters since. The position peaked at $156K in Q4 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Golden State Wealth Management held 358 shares of iShares Russell 3000 ETF worth $153K as of Q2 2026.
Golden State Wealth Management sold 4 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.65K.
iShares Russell 3000 ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #468 holding.
Golden State Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 8 quarters since.
Golden State Wealth Management's iShares Russell 3000 ETF position peaked at $156K in Q4 2024.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.