Golden State Equity Partners’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
2,072
-6
| -0.3% | -$1.04K | 0.07% | 306 |
|
|
2025
Q1 | $292K | Sell |
2,078
-295
| -12% | -$41.4K | 0.06% | 343 |
|
|
2024
Q4 | $378K | Buy |
+2,373
| New | +$378K | 0.07% | 286 |
|
|
2024
Q3 | – | Sell |
-2,372
| Closed | -$357K | – | 864 |
|
|
2024
Q2 | $357K | Buy |
+2,372
| New | +$357K | 0.07% | 286 |
|
|
2023
Q4 | $304K | Buy |
2,476
+557
| +29% | +$68.4K | 0.07% | 278 |
|
|
2023
Q3 | $201K | Buy |
+1,919
| New | +$201K | 0.06% | 316 |
|