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Golden State Equity Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Golden State Equity Partners’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.9K Sell
233
-7,117
-97% -$1.59M 0.14% 91
2026
Q1 		$1.55M Buy
7,350
+3,874
+111% +$839K 0.12% 198
2025
Q4 		$737K Buy
3,476
+149
+4% +$31.2K 0.12% 193
2025
Q3 		$687K Hold
3,327
– – 0.12% 209
2025
Q2 		$650K Sell
3,327
-74
-2% -$13.8K 0.12% 208
2025
Q1 		$648K Sell
3,401
-1,589
-32% -$307K 0.13% 196
2024
Q4 		$952K Buy
+4,990
New +$990K 0.18% 136
2024
Q3 		– Sell
-8,002
Closed -$1.46M – 857
2024
Q2 		$1.46M Buy
+8,002
New +$1.46M 0.3% 80
2023
Q4 		$1.53M Buy
8,808
+1,779
+25% +$286K 0.37% 69
2023
Q3 		$1.08M Buy
7,029
+535
+8% +$86.5K 0.3% 87
2023
Q2 		$1.05M Buy
6,494
+3,742
+136% +$576K 0.29% 83
2023
Q1 		$418K Buy
+2,752
New +$416K 0.23% 114
2022
Q1 		$2.11M Sell
13,541
-1,443
-10% -$222K 1.06% 25
2021
Q4 		$2.35M Sell
14,984
-479
-3% -$72.8K 1.19% 26
2021
Q3 		$2.25M Sell
15,463
-117
-0.8% -$17.4K 0.92% 27
2021
Q2 		$2.3M Buy
15,580
+2,927
+23% +$431K 0.89% 26
2021
Q1 		$1.79M Sell
12,653
-2,940
-19% -$396K 1.02% 26
2020
Q4 		$2M Buy
+15,593
New +$1.89M 1.37% 15

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Golden State Equity Partners's IVE Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 97% in Q2 2026, selling an estimated $1.59M and leaving 233 shares worth $52.9K. The position accounts for 0.14% of the portfolio, ranked #91.

Golden State Equity Partners first reported a position in IVE in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.35M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Golden State Equity Partners held 233 shares of iShares S&P 500 Value ETF worth $52.9K as of Q2 2026.
  • Golden State Equity Partners sold 7,117 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.59M.
  • iShares S&P 500 Value ETF made up 0.14% of Golden State Equity Partners's portfolio in Q2 2026, its #91 holding.
  • Golden State Equity Partners first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 18 quarters since.
  • Golden State Equity Partners's iShares S&P 500 Value ETF position peaked at $2.35M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.