Golden State Equity Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$675K	Buy	+5,969	New	+$718K	0.05%	373
2025 Q1	–	Sell	-4,094	Closed	-$416K	–	456
2024 Q4	$416K	Buy	+4,094	New	+$408K	0.08%	269
2024 Q3	–	Sell	-5,540	Closed	-$513K	–	858
2024 Q2	$513K	Buy	+5,540	New	+$478K	0.11%	207
2023 Q4	$517K	Sell	6,890 -2,937	-30%	-$209K	0.13%	185
2023 Q3	$672K	Sell	9,827 -258	-3%	-$18.3K	0.19%	134
2023 Q2	$711K	Buy	+10,085	New	+$667K	0.2%	124
2022 Q1	–	Sell	-11,557	Closed	-$967K	–	208
2021 Q4	$967K	Buy	11,557 +2,058	+22%	+$166K	0.49%	49
2021 Q3	$702K	Buy	9,499 +732	+8%	+$55.8K	0.29%	87
2021 Q2	$638K	Buy	8,767 +3,631	+71%	+$251K	0.25%	102
2021 Q1	$334K	Sell	5,136 -882	-15%	-$57K	0.19%	116
2020 Q4	$384K	Buy	+6,018	New	+$365K	0.26%	102

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Golden State Equity Partners's IVW Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 5,969 shares worth $675K. The stake represents 0.05% of the portfolio and ranks #373 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in IVW as recently as Q4 2024.

Golden State Equity Partners first reported a position in IVW in Q4 2020 and has held it in 11 quarters since. The position peaked at $967K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Golden State Equity Partners held 5,969 shares of iShares S&P 500 Growth ETF worth $675K as of Q1 2026.
iShares S&P 500 Growth ETF was a new Golden State Equity Partners position in Q1 2026.
iShares S&P 500 Growth ETF made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #373 holding.
Golden State Equity Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 11 quarters since.
Golden State Equity Partners's iShares S&P 500 Growth ETF position peaked at $967K in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.