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

SouthState Corp’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	$2.4M	Sell	5,629 -588	-9%	-$242K	0.1%	146
2026 Q1	$2.3M	Sell	6,217 -3	-0%	-$1.16K	0.11%	144
2025 Q4	$2.41M	Buy	6,220 +12	+0.2%	+$4.61K	0.11%	134
2025 Q3	$2.35M	Sell	6,208 -385	-6%	-$140K	0.11%	139
2025 Q2	$2.31M	Buy	6,593 +8	+0.1%	+$2.6K	0.1%	139
2025 Q1	$2.09M	Buy	6,585 +4,868	+284%	+$1.63M	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%	+$309K	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%	-$52.5K	0.01%	258
2020 Q3	$148K	Buy	+755	New	+$146K	0.02%	239
2016 Q2	–	Sell	-1,875	Closed	-$227K	–	222
2016 Q1	$227K	Sell	1,875 -350	-16%	-$40K	0.04%	201
2015 Q4	$268K	Sell	2,225 -365	-14%	-$44.4K	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%	-$12.3K	0.05%	199
2014 Q4	$329K	Sell	2,690 -300	-10%	-$35.8K	0.05%	194
2014 Q3	$349K	Hold	2,990	–	–	0.05%	202
2014 Q2	$352K	Sell	2,990 -25	-0.8%	-$2.84K	0.06%	199
2014 Q1	$339K	Sell	3,015 -300	-9%	-$33.1K	0.05%	203
2013 Q4	$367K	Buy	3,315 +305	+10%	+$32.4K	0.06%	187
2013 Q3	$304K	Hold	3,010	–	–	0.06%	201
2013 Q2	$290K	Buy	+3,010	New	+$288K	0.06%	174

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

SouthState Corp's IWV Position: Q2 2026 in Review

SouthState Corp reduced its iShares Russell 3000 ETF (IWV) stake by 9.5% in Q2 2026, selling an estimated $242K and leaving 5,629 shares worth $2.4M. The position accounts for 0.1% of the portfolio, ranked #146.

SouthState Corp first reported a position in IWV in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.41M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

SouthState Corp held 5,629 shares of iShares Russell 3000 ETF worth $2.4M as of Q2 2026.
SouthState Corp sold 588 iShares Russell 3000 ETF shares in Q2 2026, an estimated $242K.
iShares Russell 3000 ETF made up 0.1% of SouthState Corp's portfolio in Q2 2026, its #146 holding.
SouthState Corp first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 36 quarters since.
SouthState Corp's iShares Russell 3000 ETF position peaked at $2.41M in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.