SouthState Corp’s iShares Russell 3000 ETF IWV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.31M	Buy	6,593 +8	+0.1%	+$2.81K	0.1%	139
2025 Q1	$2.09M	Buy	6,585 +4,868	+284%	+$1.55M	0.1%	145
2024 Q4	$574K	Hold	1,717	–	–	0.04%	196
2024 Q3	$561K	Hold	1,717	–	–	0.04%	192
2024 Q2	$530K	Hold	1,717	–	–	0.04%	193
2024 Q1	$515K	Hold	1,717	–	–	0.04%	189
2023 Q4	$470K	Buy	1,717 +1,212	+240%	+$332K	0.04%	194
2023 Q3	$124K	Hold	505	–	–	0.01%	270
2023 Q2	$129K	Hold	505	–	–	0.01%	271
2023 Q1	$119K	Hold	505	–	–	0.01%	293
2022 Q4	$111K	Hold	505	–	–	0.01%	315
2022 Q3	$105K	Hold	505	–	–	0.01%	310
2022 Q2	$110K	Hold	505	–	–	0.01%	313
2022 Q1	$132K	Hold	505	–	–	0.01%	324
2021 Q4	$140K	Hold	505	–	–	0.01%	297
2021 Q3	$129K	Hold	505	–	–	0.01%	275
2021 Q2	$129K	Hold	505	–	–	0.01%	262
2021 Q1	$120K	Hold	505	–	–	0.01%	261
2020 Q4	$113K	Sell	505 -250	-33%	-$55.9K	0.01%	258
2020 Q3	$148K	Buy	+755	New	+$148K	0.02%	239
2016 Q2	–	Sell	-1,875	Closed	-$227K	–	222
2016 Q1	$227K	Sell	1,875 -350	-16%	-$42.4K	0.04%	201
2015 Q4	$268K	Sell	2,225 -365	-14%	-$44K	0.04%	183
2015 Q3	$295K	Hold	2,590	–	–	0.05%	193
2015 Q2	$321K	Hold	2,590	–	–	0.04%	191
2015 Q1	$321K	Sell	2,590 -100	-4%	-$12.4K	0.05%	199
2014 Q4	$329K	Sell	2,690 -300	-10%	-$36.7K	0.05%	194
2014 Q3	$349K	Hold	2,990	–	–	0.05%	202
2014 Q2	$352K	Sell	2,990 -25	-0.8%	-$2.94K	0.06%	199
2014 Q1	$339K	Sell	3,015 -300	-9%	-$33.7K	0.05%	203
2013 Q4	$367K	Buy	3,315 +305	+10%	+$33.8K	0.06%	187
2013 Q3	$304K	Hold	3,010	–	–	0.06%	201
2013 Q2	$290K	Buy	+3,010	New	+$290K	0.06%	174