Golden State Equity Partners’s iShares US Technology ETF IYW Stock Holding History

Golden State Equity Partners’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,283	Closed	-$959K	–	1052
2026 Q1	$959K	Buy	5,283 +3,142	+147%	+$607K	0.07%	298
2025 Q4	$428K	Buy	2,141 +194	+10%	+$38.8K	0.07%	315
2025 Q3	$381K	Sell	1,947 -125	-6%	-$22.9K	0.06%	314
2025 Q2	$359K	Sell	2,072 -6	-0.3%	-$910	0.07%	306
2025 Q1	$292K	Sell	2,078 -295	-12%	-$46K	0.06%	343
2024 Q4	$378K	Buy	2,373 +1	+0%	+$158	0.07%	286
2024 Q3	$360K	Hold	2,372	–	–	0.06%	314
2024 Q2	$357K	Buy	+2,372	New	+$328K	0.07%	286
2023 Q4	$304K	Buy	2,476 +557	+29%	+$63.1K	0.07%	278
2023 Q3	$201K	Buy	+1,919	New	+$209K	0.06%	316

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Golden State Equity Partners's IYW Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 5,283 shares — an estimated $959K sold.

Golden State Equity Partners first reported a position in IYW in Q3 2023 and held it in 10 quarters. The position peaked at $959K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Golden State Equity Partners reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 5,283 iShares US Technology ETF shares in Q2 2026, an estimated $959K.
Golden State Equity Partners first reported a position in iShares US Technology ETF in Q3 2023 and held it in 10 quarters.
Golden State Equity Partners's iShares US Technology ETF position peaked at $959K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.