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 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	New	+$375K	0.07%	286
2024 Q3	–	Sell	-2,372	Closed	-$357K	–	864
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 $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Golden State Equity Partners's IYW Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares US Technology ETF (IYW) stake by 147% in Q1 2026, buying an estimated $607K and bringing the position to 5,283 shares worth $959K. The position accounts for 0.07% of the portfolio, ranked #298.

Golden State Equity Partners first reported a position in IYW in Q3 2023 and has held it in 9 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Golden State Equity Partners held 5,283 shares of iShares US Technology ETF worth $959K as of Q1 2026.
Golden State Equity Partners bought 3,142 iShares US Technology ETF shares in Q1 2026, an estimated $607K.
iShares US Technology ETF made up 0.07% of Golden State Equity Partners's portfolio in Q1 2026, its #298 holding.
Golden State Equity Partners first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 9 quarters since.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.