Golden State Equity Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
7,359
+2,296
| +45% | +$1.43M | 0.85% | 19 |
|
|
2025
Q1 | $2.85M | Buy |
5,063
+110
| +2% | +$61.8K | 0.56% | 42 |
|
|
2024
Q4 | $2.92M | Buy |
4,953
+2,159
| +77% | +$1.27M | 0.56% | 37 |
|
|
2024
Q3 | $1.61M | Sell |
2,794
-2,866
| -51% | -$1.65M | 0.85% | 20 |
|
|
2024
Q2 | $3.1M | Buy |
+5,660
| New | +$3.1M | 0.65% | 26 |
|
|
2023
Q4 | $3.24M | Buy |
6,775
+479
| +8% | +$229K | 0.79% | 24 |
|
|
2023
Q3 | $2.7M | Sell |
6,296
-229
| -4% | -$98.3K | 0.75% | 32 |
|
|
2023
Q2 | $2.91M | Buy |
6,525
+172
| +3% | +$76.7K | 0.82% | 25 |
|
|
2023
Q1 | $2.61M | Buy |
+6,353
| New | +$2.61M | 1.41% | 14 |
|
|
2022
Q1 | $2.08M | Buy |
4,582
+816
| +22% | +$370K | 1.05% | 26 |
|
|
2021
Q4 | $1.8M | Buy |
3,766
+234
| +7% | +$112K | 0.91% | 30 |
|
|
2021
Q3 | $1.52M | Sell |
3,532
-292
| -8% | -$126K | 0.62% | 34 |
|
|
2021
Q2 | $1.64M | Buy |
3,824
+1,167
| +44% | +$502K | 0.63% | 34 |
|
|
2021
Q1 | $1.06M | Buy |
2,657
+788
| +42% | +$313K | 0.6% | 46 |
|
|
2020
Q4 | $701K | Buy |
+1,869
| New | +$701K | 0.48% | 59 |
|