True Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

True Wealth Advisors, LLC

$307 Million
Q4 2025

A detailed history of True Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,655 shares of IYW stock, worth $727,929. This represents 0.24% of its overall portfolio holdings.

Number of Shares

3,655

Previous 3,681 0.71%

Holding current value

$727,929

Previous $720,000 0.97%

% of portfolio

0.24%

Previous 0.25%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$192.8 - $211.27 $5,012 - $5,493	-26 Reduced 0.71%	3,655 $727,000
Q3 2025 Oct 15, 2025	SELL	$171.38 - $197.01 $69,580 - $79,986	-406 Reduced 9.93%	3,681 $720,000
Q2 2025 Jul 03, 2025	SELL	$122.57 - $173.27 $11,276 - $15,940	-92 Reduced 2.2%	4,087 $708,000
Q1 2025 Apr 10, 2025	SELL	$140.44 - $166.79 $123,868 - $147,108	-882 Reduced 17.43%	4,179 $587,000
Q4 2024 Jan 15, 2025	BUY	$148.14 - $166.23 $6,814 - $7,646	46 Added 0.92%	5,061 $807,000

Q3 2024 Oct 29, 2024	SELL	$133.16 - $158.73 $43,942 - $52,380	-330 Reduced 6.17%	5,015 $760,000
Q2 2024 Jul 24, 2024	SELL	$124.75 - $153.46 $7,984 - $9,821	-64 Reduced 1.18%	5,345 $804,000
Q1 2024 Apr 23, 2024	SELL	$117.5 - $136.59 $35,602 - $41,386	-303 Reduced 5.3%	5,409 $730,000
Q4 2023 Feb 08, 2024	BUY	$101.31 - $123.31 $34,242 - $41,678	338 Added 6.29%	5,712 $701,000
Q3 2023 Nov 07, 2023	SELL	$103.39 - $113.67 $129,651 - $142,542	-1,254 Reduced 18.92%	5,374 $563,000
Q2 2023 Jul 31, 2023	SELL	$88.68 - $109.37 $29,264 - $36,092	-330 Reduced 4.74%	6,628 $721,000
Q1 2023 Apr 19, 2023	BUY	$72.54 - $92.81 $21,907 - $28,028	302 Added 4.54%	6,958 $645,000
Q4 2022 Jan 23, 2023	BUY	$71.52 - $81.72 $69,302 - $79,186	969 Added 17.04%	6,656 $0
Q3 2022 Oct 21, 2022	SELL	$73.37 - $94.5 $106,093 - $136,647	-1,446 Reduced 20.27%	5,687 $417,000
Q2 2022 Jul 27, 2022	SELL	$77.53 - $105.04 $626,054 - $848,198	-8,075 Reduced 53.1%	7,133 $570,000
Q1 2022 May 05, 2022	BUY	$90.78 - $115.41 $708,084 - $900,198	7,800 Added 105.29%	15,208 $1.75 Million
Q1 2022 May 04, 2022	SELL	$90.78 - $115.41 $708,084 - $900,198	-7,800 Reduced 51.29%	7,408 $679,000
Q4 2021 Feb 02, 2022	BUY	$100.11 - $117.09 $64,871 - $75,874	648 Added 4.45%	15,208 $1.75 Million
Q3 2021 Oct 25, 2021	BUY	$98.99 - $108.87 $100,078 - $110,067	1,011 Added 7.46%	14,560 $1.47 Million
Q2 2021 Jul 23, 2021	BUY	$86.67 - $99.76 $72,716 - $83,698	839 Added 6.6%	13,549 $1.35 Million
Q1 2021 Apr 22, 2021	BUY	$82.45 - $93.1 $67,526 - $76,248	819 Added 6.89%	12,710 $1.11 Million
Q4 2020 Jan 25, 2021	BUY	$73.15 - $85.83 $869,826 - $1.02 Million	11,891 New	11,891 $1.01 Million

Others Institutions Holding IYW

# of Institutions

1,370

Shares Held

67M

Call Options Held

103K

Put Options Held

183K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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True Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History