iShares S&P 500 Value Index shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $894k | 4.3k | 206.51 |
| 2025-06-30 | $785k | 4.0k | 195.44 |
| 2025-03-31 | $452k | 2.4k | 190.64 |
| 2024-12-31 | $380k | 2.0k | 190.89 |
| 2020-03-31 | $86k | 893 | 96.30 |
| 2019-12-31 | $651k | 5.0k | 130.04 |
| 2019-09-30 | $96k | 803 | 119.55 |
| 2019-06-30 | $93k | 803 | 115.82 |
| 2019-03-31 | $91k | 803 | 113.33 |
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