Golden State Wealth Management’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 | $538K | Sell |
3,106
-1,088
| -26% | -$189K | 0.07% | 216 |
|
|
2025
Q1 | $589K | Buy |
4,194
+22
| +0.5% | +$3.09K | 0.09% | 181 |
|
|
2024
Q4 | $666K | Buy |
+4,172
| New | +$666K | 0.1% | 164 |
|
|
2020
Q2 | – | Sell |
-2,788
| Closed | -$142K | – | 556 |
|
|
2020
Q1 | $142K | Buy |
+2,788
| New | +$142K | 0.06% | 201 |
|
|
2019
Q4 | – | Sell |
-1,188
| Closed | -$61K | – | 508 |
|
|
2019
Q3 | $61K | Sell |
1,188
-832
| -41% | -$42.7K | 0.02% | 386 |
|
|
2019
Q2 | $99K | Sell |
2,020
-2,000
| -50% | -$98K | 0.03% | 333 |
|
|
2019
Q1 | $192K | Buy |
+4,020
| New | +$192K | 0.06% | 233 |
|