Bartlett & CO. Wealth Management LLC Has $4 Million Holdings in iShares U.S. Technology ETF (NYSEARCA:IYW)

Bartlett & CO. Wealth Management LLC trimmed its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW) by 1.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,048 shares of the exchange traded fund’s stock after selling 284 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in iShares U.S. Technology ETF were worth $3,996,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Phillips Financial Management LLC raised its stake in shares of iShares U.S. Technology ETF by 1,545.5% in the third quarter. Phillips Financial Management LLC now owns 181 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 170 shares during the last quarter. Brooklyn Investment Group grew its holdings in iShares U.S. Technology ETF by 84.3% during the fourth quarter. Brooklyn Investment Group now owns 199 shares of the exchange traded fund’s stock worth $32,000 after buying an additional 91 shares in the last quarter. Activest Wealth Management purchased a new stake in iShares U.S. Technology ETF in the 3rd quarter valued at $52,000. Legacy Investment Solutions LLC bought a new position in iShares U.S. Technology ETF during the 3rd quarter valued at $63,000. Finally, PSI Advisors LLC boosted its holdings in iShares U.S. Technology ETF by 36.2% during the 4th quarter. PSI Advisors LLC now owns 463 shares of the exchange traded fund’s stock worth $74,000 after acquiring an additional 123 shares during the last quarter.

iShares U.S. Technology ETF Price Performance

Shares of IYW stock opened at $166.22 on Friday. The firm has a 50-day moving average of $161.42 and a 200-day moving average of $153.68. iShares U.S. Technology ETF has a one year low of $124.32 and a one year high of $166.47. The company has a market cap of $20.42 billion, a P/E ratio of 38.84 and a beta of 1.43.

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).