iShares S&P 500 Index shares owned by Golden State Equity Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Golden State Equity Partners
from 13F filings
Historical chart of Golden State Equity Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Golden State Equity Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 8.4k | 669.33 |
| 2025-06-30 | $4.6M | 7.4k | 620.89 |
| 2025-03-31 | $2.8M | 5.1k | 561.95 |
| 2024-12-31 | $2.9M | 5.0k | 588.65 |
| 2024-09-30 | $2.4M | 4.2k | 576.80 |
| 2024-06-30 | $3.1M | 5.7k | 547.24 |
| 2023-12-31 | $3.2M | 6.8k | 477.61 |
| 2023-09-30 | $2.7M | 6.3k | 429.46 |
| 2023-06-30 | $2.9M | 6.5k | 445.74 |
| 2023-03-31 | $2.6M | 6.4k | 411.07 |
| 2022-03-31 | $1.1M | 2.7k | 397.82 |
| 2021-12-31 | $1.8M | 3.8k | 477.16 |
| 2021-09-30 | $1.5M | 3.5k | 430.92 |
| 2021-06-30 | $1.6M | 3.8k | 429.92 |
| 2021-03-31 | $1.1M | 2.7k | 397.82 |
| 2020-12-31 | $701k | 1.9k | 375.07 |
More positions owned by Golden State Equity Partners
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