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Golden State Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Golden State Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.1M Buy
106,900
+5,593
+6% +$4.07M 7.3% 1
2026
Q1 		$66.2M Buy
101,307
+1,476
+1% +$1.01M 7.23% 1
2025
Q4 		$68.4M Buy
99,831
+1,847
+2% +$1.25M 7.22% 1
2025
Q3 		$65.6M Sell
97,984
-504
-0.5% -$325K 7.24% 1
2025
Q2 		$61.2M Buy
98,488
+11,734
+14% +$6.74M 7.44% 1
2025
Q1 		$48.7M Sell
86,754
-4,929
-5% -$2.91M 7.24% 1
2024
Q4 		$54M Buy
+91,683
New +$54.3M 8.09% 1
2022
Q1 		$34.3M Buy
75,516
+1,356
+2% +$606K 6.72% 1
2021
Q4 		$35.4M Buy
74,160
+4,273
+6% +$1.97M 6.09% 1
2021
Q3 		$30.1M Buy
69,887
+938
+1% +$416K 6.55% 2
2021
Q2 		$29.6M Buy
68,949
+68
+0.1% +$28.5K 6.54% 2
2021
Q1 		$27.4M Sell
68,881
-673
-1% -$261K 9.03% 2
2020
Q4 		$26.1M Buy
69,554
+3,032
+5% +$1.08M 7.57% 2
2020
Q3 		$22.4M Buy
+66,522
New +$22.1M 7.47% 2
2020
Q2 		– Sell
-62,862
Closed -$16.2M – 552
2020
Q1 		$16.2M Buy
62,862
+54,977
+697% +$16.8M 7.16% 2
2019
Q4 		$2.55M Sell
7,885
-36,474
-82% -$11.3M 0.49% 15
2019
Q3 		$13.2M Buy
44,359
+1,468
+3% +$436K 4.37% 2
2019
Q2 		$12.6M Buy
42,891
+2,185
+5% +$633K 4.01% 2
2019
Q1 		$11.6M Buy
+40,706
New +$11.1M 3.87% 2

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Golden State Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 5.5% in Q2 2026, buying an estimated $4.07M and bringing the position to 106,900 shares worth $80.1M. The position accounts for 7.3% of the portfolio, ranked #1.

Golden State Wealth Management first reported a position in IVV in Q1 2019 and has held it in 19 quarters since. 1,915 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Golden State Wealth Management held 106,900 shares of iShares Core S&P 500 ETF worth $80.1M as of Q2 2026.
  • Golden State Wealth Management bought 5,593 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.07M.
  • iShares Core S&P 500 ETF made up 7.3% of Golden State Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Golden State Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 19 quarters since.
  • 1,915 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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