ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,645 Value ($000) $2,298 Avg Close — Range —
Q3 2025
Shares 16,489 Value ($000) $1,991 Avg Close — Range —
Q2 2025
Shares 15,651 Value ($000) $1,723 Avg Close — Range —
Q1 2025
Shares 14,841 Value ($000) $1,378 Avg Close — Range —
Q4 2024
Shares 13,074 Value ($000) $1,327 Avg Close — Range —
Q1 2022
Shares 3,477 Value ($000) $266 Avg Close — Range —
Q4 2021
Shares 3,384 Value ($000) $283 Avg Close — Range —
Q3 2021
Shares 3,384 Value ($000) $250 Avg Close — Range —
Q2 2021
Shares 3,595 Value ($000) $261 Avg Close — Range —
Q1 2021
Shares 3,594 Value ($000) $234 Avg Close — Range —
Q4 2020
Shares 3,594 Value ($000) $229 Avg Close — Range —
Q3 2020
Shares 898 Value ($000) $208 Avg Close — Range —
Q1 2020
Shares 1,061 Value ($000) $175 Avg Close — Range —
Q3 2019
Shares 898 Value ($000) $162 Avg Close — Range —
Q2 2019
Shares 897 Value ($000) $160 Avg Close — Range —
Q1 2019
Shares 897 Value ($000) $155 Avg Close — Range —