iShares S&P 500 Value Index shares owned by Golden State Equity Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Golden State Equity Partners
from 13F filings
Historical chart of Golden State Equity Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index 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 S&P 500 Value Index by Golden State Equity Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $687k | 3.3k | 206.51 |
| 2025-06-30 | $650k | 3.3k | 195.42 |
| 2025-03-31 | $648k | 3.4k | 190.59 |
| 2024-12-31 | $952k | 5.0k | 190.87 |
| 2024-09-30 | $1.0M | 5.2k | 197.17 |
| 2024-06-30 | $1.5M | 8.0k | 182.02 |
| 2023-12-31 | $1.5M | 8.8k | 173.88 |
| 2023-09-30 | $1.1M | 7.0k | 153.84 |
| 2023-06-30 | $1.0M | 6.5k | 161.19 |
| 2023-03-31 | $418k | 2.8k | 151.76 |
| 2022-03-31 | $1.8M | 13k | 141.23 |
| 2021-12-31 | $2.3M | 15k | 156.63 |
| 2021-09-30 | $2.2M | 16k | 145.44 |
| 2021-06-30 | $2.3M | 16k | 147.63 |
| 2021-03-31 | $1.8M | 13k | 141.23 |
| 2020-12-31 | $2.0M | 16k | 128.01 |
More positions owned by Golden State Equity Partners
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