iShares S&P 500 Growth Index shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 17k | 120.72 |
| 2025-06-30 | $1.7M | 16k | 110.11 |
| 2025-03-31 | $2.6M | 28k | 92.84 |
| 2024-12-31 | $1.3M | 13k | 101.53 |
| 2022-03-31 | $234k | 3.6k | 65.11 |
| 2021-12-31 | $283k | 3.4k | 83.63 |
| 2021-09-30 | $250k | 3.4k | 73.88 |
| 2021-06-30 | $261k | 3.6k | 72.60 |
| 2021-03-31 | $234k | 3.6k | 65.11 |
| 2020-12-31 | $229k | 3.6k | 63.72 |
| 2020-09-30 | $208k | 898 | 231.63 |
| 2020-03-31 | $175k | 1.1k | 164.94 |
| 2019-09-30 | $162k | 898 | 180.40 |
| 2019-06-30 | $160k | 897 | 178.37 |
| 2019-03-31 | $155k | 897 | 172.80 |
More positions owned by Golden State Wealth Management
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