A detailed history of Everhart Financial Group, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 1,214 shares of IYW stock, worth $241,780. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,214
Previous 1,784 31.95%
Holding current value
$241,780
Previous $349,000 30.95%
% of portfolio
0.02%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

SELL
$192.8 - $211.27 $109,896 - $120,423
-570 Reduced 31.95%
1,214 $241,000
Q3 2025

Nov 04, 2025

SELL
$171.38 - $197.01 $171 - $197
-1 Reduced 0.06%
1,784 $349,000
Q2 2025

Aug 07, 2025

BUY
$122.57 - $173.27 $1,715 - $2,425
14 Added 0.79%
1,785 $309,000
Q1 2025

Apr 16, 2025

BUY
$140.44 - $166.79 $3,651 - $4,336
26 Added 1.49%
1,771 $248,000
Q4 2024

Jan 30, 2025

BUY
$148.14 - $166.23 $1,333 - $1,496
9 Added 0.52%
1,745 $278,000
Q1 2024

May 13, 2024

BUY
$117.5 - $136.59 $203,980 - $237,120
1,736 New
1,736 $234,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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