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iShares S&P 100 Index shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 3.3k 343.03
2025-09-30 $869k 2.6k 332.89
2025-06-30 $712k 2.3k 304.46
2025-03-31 $466k 1.7k 270.90
2024-12-31 $478k 1.7k 289.02
2020-03-31 $69k 585 117.95
2019-09-30 $39k 300 130.00
2019-06-30 $31k 240 129.17
2019-03-31 $30k 240 125.00

More positions owned by Golden State Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (AGG)
NVIDIA Corporation (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Etf Trust Long Term Grower (WINN)
American Century MF Closed and MF Open (QGRO)
Principal Us MF Closed and MF Open (USMC)
First Trust MF Closed and MF Open (RDVY)
Microsoft Corporation (MSFT)
State Street MF Closed and MF Open (SPAB)

View all positions for Golden State Wealth Management

Top funds holding iShares S&P 100 Index

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CWM
Colony
Envestnet Portfolio Solutions
Park Avenue Securities
Goldman Sachs Group
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers

View all funds holding iShares S&P 100 Index