Wcg Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 47,579 shares of IYW stock, worth $9.35 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

47,579

Previous 48,103 1.09%

Holding current value

$9.35 Million

Previous $6.76 Million 22.04%

% of portfolio

0.58%

Previous 0.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$122.57 - $173.27 $64,226 - $90,793	-524 Reduced 1.09%	47,579 $8.24 Million
Q1 2025 May 14, 2025	SELL	$140.44 - $166.79 $296,749 - $352,427	-2,113 Reduced 4.21%	48,103 $6.76 Million
Q4 2024 Feb 18, 2025	SELL	$148.14 - $166.23 $158,509 - $177,866	-1,070 Reduced 2.09%	50,216 $8.01 Million
Q3 2024 Nov 13, 2024	BUY	$133.16 - $158.73 $98,671 - $117,618	741 Added 1.47%	51,286 $7.78 Million
Q2 2024 Aug 12, 2024	BUY	$124.75 - $153.46 $186,251 - $229,115	1,493 Added 3.04%	50,545 $7.61 Million
Q1 2024 May 13, 2024	BUY	$117.5 - $136.59 $1.24 Million - $1.45 Million	10,595 Added 27.55%	49,052 $6.62 Million
Q4 2023 Feb 08, 2024	SELL	$101.31 - $123.31 $769,550 - $936,662	-7,596 Reduced 16.49%	38,457 $4.72 Million
Q3 2023 Nov 09, 2023	BUY	$103.39 - $113.67 $1.86 Million - $2.05 Million	18,020 Added 64.28%	46,053 $4.83 Million
Q2 2023 Aug 14, 2023	BUY	$88.68 - $109.37 $2.49 Million - $3.07 Million	28,033 New	28,033 $3.05 Million

Others Institutions Holding IYW

# of Institutions

1,337

Shares Held

84.7M

Call Options Held

281K

Put Options Held

225K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History