Kingswood Wealth Advisors LLC Has $395,000 Stock Position in iShares U.S. Financials ETF (NYSEARCA:IYF)

Kingswood Wealth Advisors LLC decreased its position in iShares U.S. Financials ETF (NYSEARCA:IYF) by 33.5% in the 4th quarter, HoldingsChannel reports. The fund owned 3,576 shares of the company’s stock after selling 1,800 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares U.S. Financials ETF were worth $395,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in IYF. Capital Performance Advisors LLP acquired a new position in iShares U.S. Financials ETF in the 3rd quarter valued at approximately $41,000. Bogart Wealth LLC grew its stake in shares of iShares U.S. Financials ETF by 34.2% in the 3rd quarter. Bogart Wealth LLC now owns 416 shares of the company’s stock valued at $43,000 after purchasing an additional 106 shares during the period. Anchor Investment Management LLC grew its stake in shares of iShares U.S. Financials ETF by 320.0% in the 3rd quarter. Anchor Investment Management LLC now owns 693 shares of the company’s stock valued at $72,000 after purchasing an additional 528 shares during the period. Concourse Financial Group Securities Inc. grew its stake in shares of iShares U.S. Financials ETF by 26.5% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 879 shares of the company’s stock valued at $91,000 after purchasing an additional 184 shares during the period. Finally, Christopher J. Hasenberg Inc bought a new stake in shares of iShares U.S. Financials ETF in the 4th quarter valued at approximately $130,000.

iShares U.S. Financials ETF Trading Up 0.7 %

IYF stock opened at $118.69 on Friday. iShares U.S. Financials ETF has a 1-year low of $85.37 and a 1-year high of $119.90. The firm has a market cap of $3.29 billion, a P/E ratio of 16.14 and a beta of 0.84. The business’s 50 day moving average is $114.18 and its 200-day moving average is $107.73.

iShares U.S. Financials ETF Company Profile

iShares U.S. Financials ETF, formerly iShares Dow Jones U.S. Financial Sector Index Fund, seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Financials Index (the Index). The Index measures the performance of the financial sector of the United States equity market, and includes companies in industry groups, such as banks, non-life insurance, life insurance, real estate and general finance.