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 Q2	–	Sell	-5,969	Closed	-$675K	–	1037
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	–	919
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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 5,969 shares — an estimated $675K sold.

Golden State Equity Partners first reported a position in IVW in Q4 2020 and held it in 11 quarters. The position peaked at $967K in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Golden State Equity Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 5,969 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $675K.
Golden State Equity Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 11 quarters.
Golden State Equity Partners's iShares S&P 500 Growth ETF position peaked at $967K in Q4 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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