Golden State Equity Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.63M | Buy |
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|
2025
Q2 | $4.57M | Buy |
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|
2025
Q1 | $2.85M | Buy |
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|
2024
Q4 | $2.92M | Buy |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $3.1M | Buy |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.7M | Sell |
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|
2023
Q2 | $2.91M | Buy |
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|
2023
Q1 | $2.61M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.64M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $701K | Buy |
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