Golden State Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Golden State Wealth Management’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	$4.63M	Buy	33,700 +8,720	+35%	+$1.15M	0.42%	45
2026 Q1	$2.83M	Buy	24,980 +6,335	+34%	+$762K	0.31%	69
2025 Q4	$2.3M	Buy	18,645 +2,156	+13%	+$264K	0.24%	80
2025 Q3	$1.99M	Buy	16,489 +838	+5%	+$96.4K	0.22%	86
2025 Q2	$1.72M	Buy	15,651 +810	+5%	+$80.2K	0.21%	91
2025 Q1	$1.38M	Buy	14,841 +1,767	+14%	+$178K	0.2%	92
2024 Q4	$1.33M	Buy	+13,074	New	+$1.3M	0.2%	90
2022 Q1	$266K	Buy	3,477 +93	+3%	+$6.99K	0.05%	256
2021 Q4	$283K	Hold	3,384	–	–	0.05%	297
2021 Q3	$250K	Sell	3,384 -211	-6%	-$16.1K	0.05%	258
2021 Q2	$261K	Buy	3,595 +1	+0%	+$69	0.06%	243
2021 Q1	$234K	Hold	3,594	–	–	0.08%	176
2020 Q4	$229K	Buy	3,594 +2	+0.1%	+$121	0.07%	215
2020 Q3	$208K	Buy	+3,592	New	+$203K	0.07%	189
2020 Q2	–	Sell	-4,244	Closed	-$175K	–	596
2020 Q1	$175K	Buy	+4,244	New	+$201K	0.08%	172
2019 Q4	–	Sell	-3,592	Closed	-$162K	–	499
2019 Q3	$162K	Buy	3,592 +4	+0.1%	+$181	0.05%	231
2019 Q2	$160K	Hold	3,588	–	–	0.05%	254
2019 Q1	$155K	Buy	+3,588	New	+$147K	0.05%	254

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 Wealth Management's IVW Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 35% in Q2 2026, buying an estimated $1.15M and bringing the position to 33,700 shares worth $4.63M. The position accounts for 0.42% of the portfolio, ranked #45.

Golden State Wealth Management first reported a position in IVW in Q1 2019 and has held it in 18 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Golden State Wealth Management held 33,700 shares of iShares S&P 500 Growth ETF worth $4.63M as of Q2 2026.
Golden State Wealth Management bought 8,720 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.15M.
iShares S&P 500 Growth ETF made up 0.42% of Golden State Wealth Management's portfolio in Q2 2026, its #45 holding.
Golden State Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 18 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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