ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Golden State Equity Partners's Holding History (CIK: 0001845003)

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

Q4 2025
Shares 3,476 Value ($000) $737 Avg Close Range
Q3 2025
Shares 3,327 Value ($000) $687 Avg Close Range
Q2 2025
Shares 3,327 Value ($000) $650 Avg Close Range
Q1 2025
Shares 3,401 Value ($000) $648 Avg Close Range
Q4 2024
Shares 4,990 Value ($000) $952 Avg Close Range
Q3 2024
Shares 5,191 Value ($000) $1,024 Avg Close Range
Q2 2024
Shares 8,002 Value ($000) $1,456 Avg Close Range
Q4 2023
Shares 8,808 Value ($000) $1,532 Avg Close Range
Q3 2023
Shares 7,029 Value ($000) $1,081 Avg Close Range
Q2 2023
Shares 6,494 Value ($000) $1,047 Avg Close Range
Q1 2023
Shares 2,752 Value ($000) $418 Avg Close Range
Q1 2022
Shares 13,541 Value ($000) $2,109 Avg Close Range
Q4 2021
Shares 14,984 Value ($000) $2,347 Avg Close Range
Q3 2021
Shares 15,463 Value ($000) $2,249 Avg Close Range
Q2 2021
Shares 15,580 Value ($000) $2,300 Avg Close Range
Q1 2021
Shares 12,653 Value ($000) $1,787 Avg Close Range
Q4 2020
Shares 15,593 Value ($000) $1,996 Avg Close Range