IFP Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

IFP Advisors’s Portfolio GSEW Stock Details GSEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.8M	Buy	234,712 +9,195	+4%	+$882K	0.37%	50
2026 Q2	$21.3M	Buy	225,517 +6,447	+3%	+$586K	0.38%	49
2026 Q1	$18.5M	Buy	219,070 +7,412	+4%	+$648K	0.38%	46
2025 Q4	$18M	Buy	211,658 +15,109	+8%	+$1.28M	0.4%	51
2025 Q3	$16.7M	Buy	196,549 +35,461	+22%	+$2.96M	0.43%	44
2025 Q2	$13.1M	Buy	161,088 +1,379	+0.9%	+$106K	0.37%	48
2025 Q1	$12.1M	Buy	159,709 +182	+0.1%	+$14.3K	0.37%	50
2024 Q4	$12.3M	Buy	159,527 +2,483	+2%	+$197K	0.4%	46
2024 Q3	$12.2M	Buy	157,044 +648	+0.4%	+$47.9K	0.44%	41
2024 Q2	$11.1M	Buy	156,396 +4,314	+3%	+$306K	0.44%	41
2024 Q1	$11.1M	Sell	152,082 -8,839	-5%	-$608K	0.49%	44
2023 Q4	$10.8M	Buy	160,921 +8,878	+6%	+$548K	0.51%	39
2023 Q3	$9.08M	Sell	152,043 -8,814	-5%	-$552K	0.41%	54
2023 Q2	$10.1M	Buy	160,857 +2,556	+2%	+$153K	0.42%	48
2023 Q1	$6.98M	Sell	158,301 -3,342	-2%	-$201K	0.3%	61
2022 Q4	$7.21M	Buy	161,643 +13,535	+9%	+$784K	0.19%	97
2022 Q3	$6.65M	Buy	148,108 +13,640	+10%	+$803K	0.17%	112
2022 Q2	$6.04M	Hold	134,468	–	–	0.19%	107
2022 Q1	$6.04M	Buy	134,468 +12,209	+10%	+$813K	0.19%	106
2021 Q4	$8.82M	Buy	122,259 +3,244	+3%	+$228K	0.17%	67
2021 Q3	$8.03M	Buy	119,015 +51,094	+75%	+$3.5M	0.16%	71
2021 Q2	$4.55M	Buy	67,921 +8,817	+15%	+$577K	0.09%	121
2021 Q1	$3.67M	Buy	59,104 +5,114	+9%	+$308K	0.07%	135
2020 Q4	$3.11M	Buy	53,990 +44,905	+494%	+$2.43M	0.13%	140
2020 Q3	$451K	Buy	9,085 +8,475	+1,389%	+$417K	0.03%	459
2020 Q2	$28K	Sell	610 -111	-15%	-$4.86K	﹤0.01%	1448
2020 Q1	$28K	Sell	721 -818	-53%	-$38.6K	﹤0.01%	1362
2019 Q4	$79K	Buy	1,539 +49	+3%	+$2.39K	0.01%	1058
2019 Q3	$69K	Buy	+1,490	New	+$70.1K	﹤0.01%	1218

Other funds holding GSEW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CKW Financial Group Honolulu, Hawaii $1.03B AUM 14.14% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

IFP Advisors's GSEW Position: Q3 2026 in Review

IFP Advisors increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 4.1% in Q3 2026, buying an estimated $882K and bringing the position to 234,712 shares worth $21.8M. The position accounts for 0.37% of the portfolio, ranked #50.

IFP Advisors first reported a position in GSEW in Q3 2019 and has held it in 29 quarters since. 111 funds tracked by Wall St. Rank hold GSEW as of Q3 2026.

IFP Advisors held 234,712 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $21.8M as of Q3 2026.
IFP Advisors bought 9,195 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2026, an estimated $882K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.37% of IFP Advisors's portfolio in Q3 2026, its #50 holding.
IFP Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2019 and has held it in 29 quarters since.
111 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.