A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 29,523 shares of IYW stock, worth $4.69 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
29,523
Previous 28,084 5.12%
Holding current value
$4.69 Million
Previous $4.23 Billion 7.32%
% of portfolio
1.93%
Previous 2.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$133.16 - $158.73 $191,617 - $228,412
1,439 Added 5.12%
29,523 $4.54 Billion
Q2 2024

Aug 12, 2024

SELL
$124.75 - $153.46 $4,366 - $5,371
-35 Reduced 0.12%
28,084 $4.23 Billion
Q1 2024

May 31, 2024

BUY
$117.5 - $136.59 $787,837 - $915,835
6,705 Added 31.31%
28,119 $3.9 Billion
Q4 2023

Feb 12, 2024

BUY
$101.31 - $123.31 $2.17 Million - $2.64 Million
21,414 New
21,414 $2.63 Billion

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Maxwell Wealth Strategies Inc. Portfolio

Follow Maxwell Wealth Strategies Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Maxwell Wealth Strategies Inc., based on Form 13F filings with the SEC.

News

Stay updated on Maxwell Wealth Strategies Inc. with notifications on news.