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Ishares Tr shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $451k 6.0k 75.74
2025-06-30 $503k 6.8k 74.44
2025-03-31 $478k 7.1k 67.34
2024-12-31 $444k 6.9k 64.62

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Ishares Tr

BlackRock
TrueNorth
Sei Investments
SigFig Wealth Management
Flow Traders US
Hanson McClain Advisors
Adviser Investments
Values Added Financial
Accredited Investors
Bailard
Financial Connections Group
Jpmorgan Chase & Co
HighTower Advisors
Jane Street
Invera Wealth Advisors

View all funds holding Ishares Tr