Vertex Planning Partners LLC Has $2.36 Million Holdings in iShares U.S. Technology ETF (NYSEARCA:IYW)

Vertex Planning Partners LLC increased its stake in shares of iShares U.S. Technology ETF (NYSEARCA:IYW) by 4.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 14,777 shares of the exchange traded fund’s stock after acquiring an additional 618 shares during the period. Vertex Planning Partners LLC’s holdings in iShares U.S. Technology ETF were worth $2,357,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in IYW. Howard Capital Management Group LLC lifted its stake in shares of iShares U.S. Technology ETF by 1.1% in the third quarter. Howard Capital Management Group LLC now owns 208,920 shares of the exchange traded fund’s stock worth $31,677,000 after buying an additional 2,312 shares during the last quarter. Citigroup Inc. raised its holdings in iShares U.S. Technology ETF by 84.1% in the 3rd quarter. Citigroup Inc. now owns 49,610 shares of the exchange traded fund’s stock worth $7,522,000 after acquiring an additional 22,667 shares during the period. Cerity Partners LLC lifted its position in iShares U.S. Technology ETF by 35.3% during the 3rd quarter. Cerity Partners LLC now owns 31,642 shares of the exchange traded fund’s stock worth $4,797,000 after acquiring an additional 8,262 shares during the last quarter. Brown Brothers Harriman & Co. lifted its position in iShares U.S. Technology ETF by 81.7% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 545 shares of the exchange traded fund’s stock worth $83,000 after acquiring an additional 245 shares during the last quarter. Finally, Bank of Montreal Can boosted its holdings in iShares U.S. Technology ETF by 2.0% during the third quarter. Bank of Montreal Can now owns 106,630 shares of the exchange traded fund’s stock valued at $16,102,000 after acquiring an additional 2,041 shares during the period.

iShares U.S. Technology ETF Stock Performance

Shares of NYSEARCA:IYW opened at $144.67 on Friday. The stock’s 50-day moving average is $155.86 and its 200-day moving average is $156.41. The company has a market cap of $18.05 billion, a P/E ratio of 33.00 and a beta of 1.16. 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 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).