Golden State Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.2M | Buy |
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|
2025
Q1 | $48.7M | Sell |
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|
2024
Q4 | $54M | Buy |
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|
2022
Q1 | $34.3M | Buy |
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|
2021
Q4 | $35.4M | Buy |
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|
2021
Q3 | $30.1M | Buy |
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|
2021
Q2 | $29.6M | Buy |
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|
2021
Q1 | $27.4M | Sell |
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|
2020
Q4 | $26.1M | Buy |
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|
2020
Q3 | $22.4M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $16.2M | Buy |
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|
2019
Q4 | $2.55M | Sell |
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|
2019
Q3 | $13.2M | Buy |
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|
2019
Q2 | $12.6M | Buy |
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|
2019
Q1 | $11.6M | Buy |
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