Kozak & Associates Inc. Boosts Position in iShares U.S. Financial Services ETF (NYSEARCA:IYG)

Kozak & Associates Inc. grew its position in shares of iShares U.S. Financial Services ETF (NYSEARCA:IYG) by 4.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 261,636 shares of the company’s stock after acquiring an additional 11,087 shares during the quarter. iShares U.S. Financial Services ETF comprises 4.7% of Kozak & Associates Inc.’s holdings, making the stock its 9th largest holding. Kozak & Associates Inc. owned 1.30% of iShares U.S. Financial Services ETF worth $20,518,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Financial Avengers Inc. purchased a new stake in iShares U.S. Financial Services ETF in the 3rd quarter valued at about $28,000. Ashton Thomas Private Wealth LLC purchased a new position in iShares U.S. Financial Services ETF in the second quarter valued at approximately $27,000. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of iShares U.S. Financial Services ETF during the 3rd quarter valued at $38,000. Carolinas Wealth Consulting LLC boosted its holdings in iShares U.S. Financial Services ETF by 344.4% in the 2nd quarter. Carolinas Wealth Consulting LLC now owns 600 shares of the company’s stock worth $39,000 after buying an additional 465 shares during the period. Finally, EP Wealth Advisors LLC grew its position in iShares U.S. Financial Services ETF by 28.2% during the third quarter. EP Wealth Advisors LLC now owns 2,247 shares of the company’s stock worth $160,000 after buying an additional 494 shares in the last quarter.

iShares U.S. Financial Services ETF Price Performance

Shares of NYSEARCA:IYG traded up $0.14 on Monday, hitting $78.56. The company’s stock had a trading volume of 90,240 shares, compared to its average volume of 87,488. iShares U.S. Financial Services ETF has a 1 year low of $57.93 and a 1 year high of $82.77. The company has a market capitalization of $1.59 billion, a PE ratio of 5.95 and a beta of 0.91. The company has a 50-day simple moving average of $78.92 and a 200 day simple moving average of $72.70.

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.