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Ishares Tr shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Ishares Tr

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All positions including Ishares Tr 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 Tr by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5k 254 33.61
2025-06-30 $7.9k 253 31.10
2025-03-31 $7.6k 251 30.12
2024-12-31 $8.2k 251 32.59

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Ishares Tr

Money Concepts Capital Corp
Branch Banking & Trust Company
Tocqueville Asset Management
Citadel Advisors
Envestnet Asset Management
LPL Financial
Mariner Wealth Advisors
Prepared Retirement Institute
Susquehanna International
Royal Bank of Canada
Global Assets Advisory
Tower Research Capital
Well Done
Private Advisor
NovaPoint Capital

View all funds holding Ishares Tr