IHT Wealth Management LLC Has $3.42 Million Holdings in iShares U.S. Financial Services ETF (NYSEARCA:IYG)

IHT Wealth Management LLC trimmed its stake in iShares U.S. Financial Services ETF (NYSEARCA:IYG) by 13.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 43,917 shares of the company’s stock after selling 6,546 shares during the period. IHT Wealth Management LLC’s holdings in iShares U.S. Financial Services ETF were worth $3,417,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Carnegie Investment Counsel increased its stake in shares of iShares U.S. Financial Services ETF by 2.6% in the 4th quarter. Carnegie Investment Counsel now owns 5,323 shares of the company’s stock valued at $414,000 after acquiring an additional 135 shares in the last quarter. Avantax Advisory Services Inc. grew its holdings in iShares U.S. Financial Services ETF by 2.5% in the fourth quarter. Avantax Advisory Services Inc. now owns 7,299 shares of the company’s stock worth $568,000 after purchasing an additional 181 shares during the period. Roxbury Financial LLC bought a new stake in iShares U.S. Financial Services ETF in the fourth quarter valued at $25,000. SRS Capital Advisors Inc. raised its holdings in shares of iShares U.S. Financial Services ETF by 63.4% during the fourth quarter. SRS Capital Advisors Inc. now owns 858 shares of the company’s stock valued at $67,000 after purchasing an additional 333 shares during the period. Finally, Atria Wealth Solutions Inc. boosted its position in shares of iShares U.S. Financial Services ETF by 12.0% during the 4th quarter. Atria Wealth Solutions Inc. now owns 3,183 shares of the company’s stock worth $248,000 after purchasing an additional 342 shares in the last quarter.

iShares U.S. Financial Services ETF Price Performance

Shares of iShares U.S. Financial Services ETF stock opened at $71.99 on Tuesday. The business has a 50-day simple moving average of $77.60 and a 200 day simple moving average of $78.41. The firm has a market capitalization of $1.51 billion, a price-to-earnings ratio of 15.76 and a beta of 1.09. iShares U.S. Financial Services ETF has a one year low of $63.39 and a one year high of $84.91.

About iShares U.S. Financial Services ETF

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.