West Wealth Group, LLC IYW holdings history
ISHARES USTECHNOLOGY ETF · CUSIP 464287721 · CIK 1923591
As of 2026-06-30, West Wealth Group, LLC reported 7.74K IYW (shares), valued at $1.95M, or 0.32% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 22.26%; reported value increased 8.08%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.32% | 7,744 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 0.36% | 9,962 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 0.45% | 10,886 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.51% | 11,396 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 3.21% | 71,060 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 3.20% | 76,228 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 3.47% | 72,940 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 3.48% | 70,815 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 3.71% | 69,740 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 3.40% | 68,029 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 3.11% | 64,329 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 2.31% | 50,448 | SEC filing ↗Filed Oct 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.31% | 50,448 | $5.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 6, 2023 |
| Q4 2023 | 3.11% | 64,329 | $7.90M | Shares increased 27.52%; reported value increased 49.19%, and weight changed +0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 3.40% | 68,029 | $9.19M | Shares increased 5.75%; reported value increased 16.36%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 3.71% | 69,740 | $10.50M | Shares increased 2.52%; reported value increased 14.24%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 3.48% | 70,815 | $10.74M | Shares increased 1.54%; reported value increased 2.30%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 3.47% | 72,940 | $11.64M | Shares increased 3.00%; reported value increased 8.37%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 3.20% | 76,228 | $10.81M | Shares increased 4.51%; reported value decreased 7.06%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 3.21% | 71,060 | $12.92M | Shares decreased 6.78%; reported value increased 19.44%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.51% | 11,396 | $2.24M | Shares decreased 83.96%; reported value decreased 82.65%, and weight changed -2.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 0.45% | 10,886 | $2.17M | Shares decreased 4.48%; reported value decreased 2.97%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 0.36% | 9,962 | $1.81M | Shares decreased 8.49%; reported value decreased 16.86%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 0.32% | 7,744 | $1.95M | Shares decreased 22.26%; reported value increased 8.08%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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