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
2026 Q2	$3.72M	Buy	16,372 +5,099	+45%	+$1.14M	0.34%	66
2026 Q1	$2.38M	Buy	11,273 +4,800	+74%	+$1.04M	0.26%	78
2025 Q4	$1.37M	Buy	6,473 +2,142	+49%	+$449K	0.15%	120
2025 Q3	$894K	Buy	4,331 +317	+8%	+$63.7K	0.1%	158
2025 Q2	$785K	Buy	4,014 +1,644	+69%	+$306K	0.1%	169
2025 Q1	$452K	Buy	2,370 +377	+19%	+$73K	0.07%	218
2024 Q4	$380K	Buy	+1,993	New	+$395K	0.06%	236
2020 Q2	–	Sell	-893	Closed	-$86K	–	593
2020 Q1	$86K	Sell	893 -4,113	-82%	-$489K	0.04%	271
2019 Q4	$651K	Buy	5,006 +4,203	+523%	+$523K	0.12%	30
2019 Q3	$96K	Hold	803	–	–	0.03%	321
2019 Q2	$93K	Hold	803	–	–	0.03%	343
2019 Q1	$91K	Buy	+803	New	+$88.2K	0.03%	336

Other funds holding IVE

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Golden State Wealth Management's IVE Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 45% in Q2 2026, buying an estimated $1.14M and bringing the position to 16,372 shares worth $3.72M. The position accounts for 0.34% of the portfolio, ranked #66.

Golden State Wealth Management first reported a position in IVE in Q1 2019 and has held it in 12 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Golden State Wealth Management held 16,372 shares of iShares S&P 500 Value ETF worth $3.72M as of Q2 2026.
Golden State Wealth Management bought 5,099 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.14M.
iShares S&P 500 Value ETF made up 0.34% of Golden State Wealth Management's portfolio in Q2 2026, its #66 holding.
Golden State Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 12 quarters since.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.