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Ishares Tr shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 2.9k 75.15
2024-09-30 $17k 232 72.04

More positions owned by Golden State Equity Partners

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
Raytheon Technologies Corp (RTX)

View all positions for Golden State Equity Partners

Top funds holding Ishares Tr

BlackRock
TrueNorth
Sei Investments
SigFig Wealth Management
Hanson McClain Advisors
Adviser Investments
Values Added Financial
Bailard
LPL Financial
Accredited Investors
Financial Connections Group
Jpmorgan Chase & Co
Invera Wealth Advisors
HighTower Advisors
Balanced Rock Investment Advisors

View all funds holding Ishares Tr