A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 63,716 shares of IYW stock, worth $12.7 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares
63,716
Previous 64,710 1.54%
Holding current value
$12.7 Million
Previous $11.2 Billion 11.3%
% of portfolio
3.71%
Previous 3.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

SELL
$171.38 - $197.01 $170,351 - $195,827
-994 Reduced 1.54%
63,716 $12.5 Billion
Q2 2025

Jul 09, 2025

SELL
$122.57 - $173.27 $3.76 Million - $5.32 Million
-30,713 Reduced 32.19%
64,710 $11.2 Billion
Q1 2025

Apr 23, 2025

SELL
$140.44 - $166.79 $2,387 - $2,835
-17 Reduced 0.02%
95,423 $13.4 Billion
Q4 2024

Feb 13, 2025

BUY
$148.14 - $166.23 $14.1 Million - $15.9 Million
95,440 New
95,440 $15.2 Billion

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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