Montz Harcus Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Montz Harcus Wealth Management LLC

$205 Million
Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 10,386 shares of IYW stock, worth $2 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

10,386

Previous 10,380 0.06%

Holding current value

$2 Million

Previous $1.46 Million 23.47%

% of portfolio

0.88%

Previous 0.81%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$122.57 - $173.27 $735 - $1,039	6 Added 0.06%	10,386 $1.8 Million
Q1 2025 Apr 21, 2025	SELL	$140.44 - $166.79 $115,722 - $137,434	-824 Reduced 7.35%	10,380 $1.46 Million
Q4 2024 Jan 29, 2025	SELL	$148.14 - $166.23 $274,207 - $307,691	-1,851 Reduced 14.18%	11,204 $1.79 Million
Q3 2024 Oct 24, 2024	BUY	$133.16 - $158.73 $1,198 - $1,428	9 Added 0.07%	13,055 $1.98 Million
Q2 2024 Jul 19, 2024	BUY	$124.75 - $153.46 $873 - $1,074	7 Added 0.05%	13,046 $1.96 Million
Q1 2024 May 07, 2024	BUY	$117.5 - $136.59 $940 - $1,092	8 Added 0.06%	13,039 $1.76 Million
Q4 2023 Jan 22, 2024	BUY	$101.31 - $123.31 $1,823 - $2,219	18 Added 0.14%	13,031 $1.6 Million
Q2 2023 Jul 21, 2023	BUY	$88.68 - $109.37 $709 - $874	8 Added 0.06%	13,013 $1.42 Million
Q1 2023 Apr 25, 2023	BUY	$72.54 - $92.81 $1,088 - $1,392	15 Added 0.12%	13,005 $1.21 Million
Q4 2022 Jan 20, 2023	BUY	$71.52 - $81.72 $1,788 - $2,043	25 Added 0.19%	12,990 $0
Q3 2022 Nov 02, 2022	BUY	$73.37 - $94.5 $1,467 - $1,890	20 Added 0.15%	12,965 $951,000
Q2 2022 Jul 18, 2022	BUY	$77.53 - $105.04 $930 - $1,260	12 Added 0.09%	12,945 $1.04 Million
Q1 2022 May 05, 2022	BUY	$90.78 - $115.41 $453 - $577	5 Added 0.04%	12,933 $1.33 Million
Q4 2021 Mar 24, 2022	BUY	$100.11 - $117.09 $1.29 Million - $1.51 Million	12,928 New	12,928 $1.48 Million

Others Institutions Holding IYW

# of Institutions

1,316

Shares Held

88.8M

Call Options Held

281K

Put Options Held

235K

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Montz Harcus Wealth Management LLC Ishares Dj Us Tech ETF Transaction History