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Ishares Tr dev val factor shares owned by Golden State Equity Partners

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

Historical chart of Golden State Equity Partners investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor 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 dev val factor by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $247k 6.5k 38.05

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 dev val factor

Northwestern Mutual Wealth Management Company
FMR
Jpmorgan Chase & Co
Mercer Global Advisors
Savvy Advisors
LPL Financial
Colony
Ameriprise Financial
Kathmere Capital Management
TCG Advisory Services
Armbruster Capital Management
Janney Montgomery Scott
Wealth Enhancement Advisory Services
Jane Street
KWB Wealth

View all funds holding Ishares Tr dev val factor