iShares U.S. Technology ETF (NYSEARCA:IYW) Shares Purchased by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC raised its stake in iShares U.S. Technology ETF (NYSEARCA:IYW) by 1.6% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,509 shares of the exchange traded fund’s stock after acquiring an additional 252 shares during the period. iShares U.S. Technology ETF accounts for about 1.0% of Tempus Wealth Planning LLC’s investment portfolio, making the stock its 23rd biggest holding. Tempus Wealth Planning LLC’s holdings in iShares U.S. Technology ETF were worth $2,230,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently made changes to their positions in the stock. RFG Advisory LLC boosted its position in iShares U.S. Technology ETF by 10.2% during the 4th quarter. RFG Advisory LLC now owns 33,429 shares of the exchange traded fund’s stock valued at $4,103,000 after purchasing an additional 3,095 shares during the period. Financial Gravity Asset Management Inc. lifted its stake in iShares U.S. Technology ETF by 987.0% in the third quarter. Financial Gravity Asset Management Inc. now owns 310,777 shares of the exchange traded fund’s stock valued at $32,607,000 after buying an additional 282,186 shares during the last quarter. Occidental Asset Management LLC boosted its holdings in shares of iShares U.S. Technology ETF by 3.2% during the fourth quarter. Occidental Asset Management LLC now owns 5,709 shares of the exchange traded fund’s stock valued at $701,000 after acquiring an additional 178 shares during the period. West Wealth Group LLC boosted its holdings in shares of iShares U.S. Technology ETF by 27.5% during the fourth quarter. West Wealth Group LLC now owns 64,329 shares of the exchange traded fund’s stock valued at $7,896,000 after acquiring an additional 13,881 shares during the period. Finally, Envestnet Portfolio Solutions Inc. grew its position in shares of iShares U.S. Technology ETF by 45.5% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 1,257,759 shares of the exchange traded fund’s stock worth $154,390,000 after acquiring an additional 393,079 shares during the last quarter.

iShares U.S. Technology ETF Price Performance

Shares of IYW stock traded up $1.69 during trading hours on Thursday, reaching $154.75. The stock had a trading volume of 896,366 shares, compared to its average volume of 883,515. The firm has a 50-day simple moving average of $141.78 and a 200-day simple moving average of $133.84. The firm has a market capitalization of $19.01 billion, a PE ratio of 38.84 and a beta of 1.43. iShares U.S. Technology ETF has a twelve month low of $100.84 and a twelve month high of $154.75.

iShares U.S. Technology ETF 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).