GSWM
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Golden State Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Golden State Wealth Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.9K Sell
197
-114
-37% -$13.9K ﹤0.01% 840
2025
Q1 		$35.2K Buy
311
+127
+69% +$14.4K 0.01% 667
2024
Q4 		$20.3K Buy
+184
New +$20.3K ﹤0.01% 763