Golden State Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Golden State Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$894K	Buy
2025 Q2	$785K	Buy
2025 Q1	$452K	Buy
2024 Q4	$380K	Buy
2020 Q2	–	Sell
2020 Q1	$86K	Sell
2019 Q4	$651K	Buy
2019 Q3	$96K	Hold
2019 Q2	$93K	Hold
2019 Q1	$91K	Buy