8,170 Shares in iShares U.S. Technology ETF $IYW Bought by Compass Financial Group Inc. Ohio

Compass Financial Group Inc. Ohio bought a new stake in iShares U.S. Technology ETF (NYSEARCA:IYW) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 8,170 shares of the exchange traded fund’s stock, valued at approximately $1,631,000. iShares U.S. Technology ETF comprises about 1.2% of Compass Financial Group Inc. Ohio’s investment portfolio, making the stock its 24th largest holding.

Several other hedge funds have also recently modified their holdings of the stock. Compound Planning Inc. grew its stake in iShares U.S. Technology ETF by 10.7% during the 3rd quarter. Compound Planning Inc. now owns 135,021 shares of the exchange traded fund’s stock valued at $26,445,000 after purchasing an additional 13,045 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of iShares U.S. Technology ETF by 34.4% during the fourth quarter. JPMorgan Chase & Co. now owns 4,033,291 shares of the exchange traded fund’s stock worth $805,368,000 after purchasing an additional 1,031,871 shares during the period. Bartlett & CO. Wealth Management LLC lifted its holdings in shares of iShares U.S. Technology ETF by 20.6% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 42,286 shares of the exchange traded fund’s stock worth $8,444,000 after purchasing an additional 7,217 shares during the period. Clear Creek Financial Management LLC boosted its position in iShares U.S. Technology ETF by 32.2% in the third quarter. Clear Creek Financial Management LLC now owns 11,842 shares of the exchange traded fund’s stock valued at $2,319,000 after buying an additional 2,882 shares during the last quarter. Finally, ASL Financial LLC purchased a new stake in iShares U.S. Technology ETF in the fourth quarter valued at approximately $718,000. Institutional investors and hedge funds own 57.65% of the company’s stock.

iShares U.S. Technology ETF Stock Performance

IYW opened at $253.57 on Friday. iShares U.S. Technology ETF has a 12-month low of $162.98 and a 12-month high of $261.01. The firm has a 50 day moving average of $232.73 and a two-hundred day moving average of $208.07. The firm has a market capitalization of $24.94 billion, a PE ratio of 34.95 and a beta of 1.36.

iShares U.S. Technology ETF Company Profile

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). The Index measures the performance of the technology sector of the United States equity market, and includes companies in the industry groups, such as software and computer services and technology hardware and equipment.