iShares S&P 500 Index shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 98k | 669.30 |
| 2025-06-30 | $61M | 99k | 620.94 |
| 2025-03-31 | $97M | 173k | 561.90 |
| 2024-12-31 | $54M | 92k | 588.68 |
| 2022-03-31 | $27M | 69k | 397.82 |
| 2021-12-31 | $35M | 74k | 476.98 |
| 2021-09-30 | $30M | 70k | 430.82 |
| 2021-06-30 | $30M | 69k | 429.91 |
| 2021-03-31 | $27M | 69k | 397.82 |
| 2020-12-31 | $26M | 70k | 375.39 |
| 2020-09-30 | $22M | 67k | 336.05 |
| 2020-06-30 | $1.8M | 5.9k | 309.62 |
| 2020-03-31 | $16M | 63k | 258.39 |
| 2019-12-31 | $2.5M | 7.9k | 323.27 |
| 2019-09-30 | $13M | 44k | 298.52 |
| 2019-06-30 | $13M | 43k | 294.75 |
| 2019-03-31 | $12M | 41k | 284.55 |
More positions owned by Golden State Wealth Management
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