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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
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 Buy
4,953
+2,159
+77% +$1.28M 0.56% 37
2024
Q3 		$1.61M Sell
2,794
-2,866
-51% -$1.59M 0.85% 20
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Golden State Equity Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 78% in Q2 2026, selling an estimated $13.2M and leaving 4,972 shares worth $3.74M. The position accounts for 10.06% of the portfolio, ranked #2.

Golden State Equity Partners first reported a position in IVV in Q4 2020 and has held it in 19 quarters since. The position peaked at $15.1M in Q1 2026. 2,254 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Golden State Equity Partners held 4,972 shares of iShares Core S&P 500 ETF worth $3.74M as of Q2 2026.
  • Golden State Equity Partners sold 18,133 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.2M.
  • iShares Core S&P 500 ETF made up 10.06% of Golden State Equity Partners's portfolio in Q2 2026, its #2 holding.
  • Golden State Equity Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's iShares Core S&P 500 ETF position peaked at $15.1M in Q1 2026.
  • 2,254 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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