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

West Wealth Group, LLC

$367 Million
Q2 2025

A detailed history of West Wealth Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 71,060 shares of IYW stock, worth $13.7 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares

71,060

Previous 76,228 6.78%

Holding current value

$13.7 Million

Previous $10.7 Million 15.01%

% of portfolio

3.35%

Previous 3.28%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$122.57 - $173.27 $633,441 - $895,459	-5,168 Reduced 6.78%	71,060 $12.3 Million
Q1 2025 May 05, 2025	BUY	$140.44 - $166.79 $461,766 - $548,405	3,288 Added 4.51%	76,228 $10.7 Million
Q4 2024 Jan 22, 2025	BUY	$148.14 - $166.23 $314,797 - $353,238	2,125 Added 3.0%	72,940 $11.6 Million
Q3 2024 Oct 23, 2024	BUY	$133.16 - $158.73 $143,147 - $170,634	1,075 Added 1.54%	70,815 $10.7 Million
Q2 2024 Aug 01, 2024	BUY	$124.75 - $153.46 $213,447 - $262,570	1,711 Added 2.52%	69,740 $10.5 Million
Q1 2024 May 08, 2024	BUY	$117.5 - $136.59 $434,750 - $505,383	3,700 Added 5.75%	68,029 $9.19 Million
Q4 2023 Jan 18, 2024	BUY	$101.31 - $123.31 $1.41 Million - $1.71 Million	13,881 Added 27.52%	64,329 $7.9 Million
Q3 2023 Oct 06, 2023	SELL	$103.39 - $113.67 $5 Million - $5.49 Million	-48,331 Reduced 48.93%	50,448 $5.29 Million
Q2 2023 Jul 26, 2023	BUY	$88.68 - $109.37 $180,907 - $223,114	2,040 Added 2.11%	98,779 $10.8 Million
Q1 2023 Apr 06, 2023	BUY	$72.54 - $92.81 $1.89 Million - $2.41 Million	26,003 Added 36.76%	96,739 $8.98 Million
Q4 2022 Jan 23, 2023	BUY	$71.52 - $81.72 $3.43 Million - $3.92 Million	47,985 Added 210.91%	70,736 $0
Q3 2022 Oct 21, 2022	BUY	$73.37 - $94.5 $32,282 - $41,580	440 Added 1.97%	22,751 $1.67 Million
Q2 2022 Jul 27, 2022	SELL	$77.53 - $105.04 $1.92 Million - $2.6 Million	-24,800 Reduced 52.64%	22,311 $1.78 Million
Q1 2022 May 05, 2022	SELL	$90.78 - $115.41 $1.13 Million - $1.43 Million	-12,433 Reduced 20.88%	47,111 $4.85 Million
Q4 2021 May 05, 2022	BUY	$100.11 - $117.09 $5.96 Million - $6.97 Million	59,544 New	59,544 $6.84 Million

Others Institutions Holding IYW

# of Institutions

1,316

Shares Held

88.8M

Call Options Held

281K

Put Options Held

235K

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 West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Account

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