Golden State Equity Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Golden State Equity Partners’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.9M	Buy	33,795 +28,823	+580%	+$22M	1.52%	5
2026 Q2	$3.74M	Sell	4,972 -18,133	-78%	-$13.2M	10.06%	2
2026 Q1	$15.1M	Buy	23,105 +13,437	+139%	+$9.18M	1.14%	8
2025 Q4	$6.62M	Buy	9,668 +1,254	+15%	+$852K	1.07%	13
2025 Q3	$5.63M	Buy	8,414 +1,055	+14%	+$679K	0.95%	15
2025 Q2	$4.57M	Buy	7,359 +2,296	+45%	+$1.32M	0.85%	19
2025 Q1	$2.85M	Buy	5,063 +110	+2%	+$65K	0.56%	42
2024 Q4	$2.92M	Sell	4,953 -2,003	-29%	-$1.19M	0.56%	37
2024 Q3	$4.01M	Buy	6,956 +1,296	+23%	+$721K	0.63%	28
2024 Q2	$3.1M	Buy	+5,660	New	+$2.98M	0.65%	26
2023 Q4	$3.24M	Buy	6,775 +479	+8%	+$214K	0.79%	24
2023 Q3	$2.7M	Sell	6,296 -229	-4%	-$102K	0.75%	32
2023 Q2	$2.91M	Buy	6,525 +172	+3%	+$72.5K	0.82%	25
2023 Q1	$2.61M	Buy	+6,353	New	+$2.55M	1.41%	14
2022 Q1	$2.08M	Buy	4,582 +816	+22%	+$365K	1.05%	26
2021 Q4	$1.8M	Buy	3,766 +234	+7%	+$108K	0.91%	30
2021 Q3	$1.52M	Sell	3,532 -292	-8%	-$129K	0.62%	35
2021 Q2	$1.64M	Buy	3,824 +1,167	+44%	+$489K	0.63%	34
2021 Q1	$1.06M	Buy	2,657 +788	+42%	+$305K	0.6%	46
2020 Q4	$701K	Buy	+1,869	New	+$665K	0.48%	59

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Golden State Equity Partners's IVV Position: Q3 2026 in Review

Golden State Equity Partners increased its iShares Core S&P 500 ETF (IVV) stake by 580% in Q3 2026, buying an estimated $22M and bringing the position to 33,795 shares worth $25.9M. The position accounts for 1.52% of the portfolio, ranked #5.

Golden State Equity Partners first reported a position in IVV in Q4 2020 and has held it in 20 quarters since. 3,251 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Golden State Equity Partners held 33,795 shares of iShares Core S&P 500 ETF worth $25.9M as of Q3 2026.
Golden State Equity Partners bought 28,823 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $22M.
iShares Core S&P 500 ETF made up 1.52% of Golden State Equity Partners's portfolio in Q3 2026, its #5 holding.
Golden State Equity Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
3,251 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.