9258 Wealth Management LLC Has $301,000 Position in iShares U.S. Financial Services ETF (IYG)

9258 Wealth Management LLC lessened its holdings in iShares U.S. Financial Services ETF (NYSEARCA:IYG) by 36.6% during the first quarter, HoldingsChannel.com reports. The firm owned 2,413 shares of the company’s stock after selling 1,391 shares during the quarter. 9258 Wealth Management LLC’s holdings in iShares U.S. Financial Services ETF were worth $301,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. First Command Bank purchased a new position in iShares U.S. Financial Services ETF in the 1st quarter worth $26,000. Clarfeld Financial Advisors LLC purchased a new position in iShares U.S. Financial Services ETF in the 4th quarter worth $31,000. Northwest Wealth Management LLC raised its position in iShares U.S. Financial Services ETF by 48.5% in the 1st quarter. Northwest Wealth Management LLC now owns 306 shares of the company’s stock worth $38,000 after purchasing an additional 100 shares during the period. Berman Capital Advisors LLC purchased a new position in iShares U.S. Financial Services ETF in the 4th quarter worth $95,000. Finally, LeJeune Puetz Investment Counsel LLC purchased a new position in iShares U.S. Financial Services ETF in the 1st quarter worth $101,000.

Shares of NYSEARCA:IYG opened at $130.63 on Friday. iShares U.S. Financial Services ETF has a 52 week low of $104.43 and a 52 week high of $140.00.

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iShares U.S. Financial Services ETF Profile

iShares U.S. Financial Services ETF (the Fund) is an exchange-traded 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. Financial Services Index (the Underlying Index). The Underlying Index measures the performance of the financial services sector of the United States equity market.

See Also: Futures Contract

Want to see what other hedge funds are holding IYG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares U.S. Financial Services ETF (NYSEARCA:IYG).

Institutional Ownership by Quarter for iShares U.S. Financial Services ETF (NYSEARCA:IYG)

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