Yardley Wealth Management LLC Has $1.75 Million Position in iShares U.S. Technology ETF (NYSEARCA:IYW)

Yardley Wealth Management LLC increased its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW) by 300.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,268 shares of the exchange traded fund’s stock after acquiring an additional 8,451 shares during the period. iShares U.S. Technology ETF comprises approximately 0.9% of Yardley Wealth Management LLC’s portfolio, making the stock its 19th biggest holding. Yardley Wealth Management LLC’s holdings in iShares U.S. Technology ETF were worth $1,752,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of IYW. Mainstream Capital Management LLC increased its stake in shares of iShares U.S. Technology ETF by 1.3% during the 4th quarter. Mainstream Capital Management LLC now owns 4,945 shares of the exchange traded fund’s stock worth $789,000 after purchasing an additional 63 shares during the last quarter. Great Valley Advisor Group Inc. boosted its holdings in iShares U.S. Technology ETF by 1.9% in the third quarter. Great Valley Advisor Group Inc. now owns 3,963 shares of the exchange traded fund’s stock worth $600,000 after purchasing an additional 73 shares in the last quarter. XML Financial LLC increased its position in iShares U.S. Technology ETF by 1.7% during the fourth quarter. XML Financial LLC now owns 4,396 shares of the exchange traded fund’s stock worth $701,000 after buying an additional 73 shares during the last quarter. Planning Directions Inc. increased its position in iShares U.S. Technology ETF by 4.3% during the third quarter. Planning Directions Inc. now owns 1,945 shares of the exchange traded fund’s stock worth $295,000 after buying an additional 81 shares during the last quarter. Finally, Nicolet Advisory Services LLC raised its holdings in iShares U.S. Technology ETF by 2.9% during the third quarter. Nicolet Advisory Services LLC now owns 2,909 shares of the exchange traded fund’s stock valued at $436,000 after buying an additional 81 shares in the last quarter.

iShares U.S. Technology ETF Stock Performance

IYW opened at $146.03 on Monday. The company has a market cap of $18.22 billion, a PE ratio of 33.00 and a beta of 1.16. The stock has a 50-day moving average of $158.23 and a 200-day moving average of $156.38. iShares U.S. Technology ETF has a 52-week low of $124.32 and a 52-week high of $167.30.

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).