Summit Wealth Group, LLC Ishares Dj Us Tech ETF Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 1,399 shares of IYW stock, worth $278,624. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,399
Previous 1,415 1.13%
Holding current value
$278,624
Previous $245,000 11.84%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 23, 2025
SELL
$171.38 - $197.01 $2,742 - $3,152
-16 Reduced 1.13%
1,399 $274,000
Q2 2025

Aug 06, 2025
BUY
$122.57 - $173.27 $173,436 - $245,177
1,415 New
1,415 $245,000

Others Institutions Holding IYW

# of Institutions
1,365
Shares Held
67.2M
Call Options Held
103K
Put Options Held
183K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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