Golden State Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Golden State Wealth Management’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	$658K	Buy	2,607 +207	+9%	+$47.5K	0.06%	244
2026 Q1	$436K	Sell	2,400 -225	-9%	-$43.5K	0.05%	273
2025 Q4	$524K	Sell	2,625 -98	-4%	-$19.6K	0.06%	243
2025 Q3	$533K	Sell	2,723 -383	-12%	-$70.1K	0.06%	233
2025 Q2	$538K	Sell	3,106 -1,088	-26%	-$165K	0.07%	216
2025 Q1	$589K	Buy	4,194 +22	+0.5%	+$3.43K	0.09%	181
2024 Q4	$666K	Buy	+4,172	New	+$660K	0.1%	164
2020 Q2	–	Sell	-2,788	Closed	-$142K	–	568
2020 Q1	$142K	Buy	+2,788	New	+$162K	0.06%	201
2019 Q4	–	Sell	-1,188	Closed	-$61K	–	517
2019 Q3	$61K	Sell	1,188 -832	-41%	-$42.3K	0.02%	386
2019 Q2	$99K	Sell	2,020 -2,000	-50%	-$97.8K	0.03%	333
2019 Q1	$192K	Buy	+4,020	New	+$179K	0.06%	233

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 22.96% 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 Wealth Management's IYW Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares US Technology ETF (IYW) stake by 8.6% in Q2 2026, buying an estimated $47.5K and bringing the position to 2,607 shares worth $658K. The position accounts for 0.06% of the portfolio, ranked #244.

Golden State Wealth Management first reported a position in IYW in Q1 2019 and has held it in 11 quarters since. The position peaked at $666K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Golden State Wealth Management held 2,607 shares of iShares US Technology ETF worth $658K as of Q2 2026.
Golden State Wealth Management bought 207 iShares US Technology ETF shares in Q2 2026, an estimated $47.5K.
iShares US Technology ETF made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #244 holding.
Golden State Wealth Management first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's iShares US Technology ETF position peaked at $666K in Q4 2024.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.