Waverly Advisors LLC Has $2.19 Million Holdings in iShares U.S. Technology ETF (NYSEARCA:IYW)

Waverly Advisors LLC trimmed its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYWFree Report) by 21.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,754 shares of the exchange traded fund’s stock after selling 3,674 shares during the period. Waverly Advisors LLC’s holdings in iShares U.S. Technology ETF were worth $2,194,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of IYW. Headlands Technologies LLC acquired a new position in shares of iShares U.S. Technology ETF during the 4th quarter worth $40,000. Avion Wealth bought a new position in iShares U.S. Technology ETF in the fourth quarter valued at about $47,000. SRS Capital Advisors Inc. grew its position in iShares U.S. Technology ETF by 43.7% in the fourth quarter. SRS Capital Advisors Inc. now owns 296 shares of the exchange traded fund’s stock valued at $47,000 after acquiring an additional 90 shares during the last quarter. Atala Financial Inc acquired a new position in iShares U.S. Technology ETF during the fourth quarter worth about $52,000. Finally, Kestra Investment Management LLC acquired a new position in iShares U.S. Technology ETF during the fourth quarter worth about $53,000.

iShares U.S. Technology ETF Trading Up 0.2%

IYW stock opened at $157.07 on Friday. The firm has a 50-day moving average price of $142.86 and a 200-day moving average price of $153.74. iShares U.S. Technology ETF has a 12 month low of $117.55 and a 12 month high of $167.30. The stock has a market capitalization of $19.80 billion, a P/E ratio of 33.25 and a beta of 1.23.

About iShares U.S. Technology ETF

(Free Report)

iShares U.S. Technology ETF, formerly iShares Dow Jones U.S. Technology Sector Index Fund (the Fund) is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Technology Index (the Index).

Recommended Stories

Want to see what other hedge funds are holding IYW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares U.S. Technology ETF (NYSEARCA:IYWFree Report).

Institutional Ownership by Quarter for iShares U.S. Technology ETF (NYSEARCA:IYW)

Receive News & Ratings for iShares U.S. Technology ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares U.S. Technology ETF and related companies with MarketBeat.com's FREE daily email newsletter.