WealthCare Investment Partners LLC Acquires New Holdings in iShares U.S. Financials ETF (NYSEARCA:IYF)

WealthCare Investment Partners LLC acquired a new stake in iShares U.S. Financials ETF (NYSEARCA:IYF) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 10,037 shares of the company’s stock, valued at approximately $1,109,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Global Retirement Partners LLC lifted its stake in iShares U.S. Financials ETF by 26.1% in the 4th quarter. Global Retirement Partners LLC now owns 1,460 shares of the company’s stock valued at $161,000 after purchasing an additional 302 shares during the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors bought a new position in iShares U.S. Financials ETF in the 4th quarter valued at approximately $671,000. Kestra Investment Management LLC bought a new position in iShares U.S. Financials ETF in the 4th quarter valued at approximately $34,000. Atria Wealth Solutions Inc. bought a new position in iShares U.S. Financials ETF in the 4th quarter valued at approximately $210,000. Finally, D.A. Davidson & CO. lifted its stake in iShares U.S. Financials ETF by 15.2% in the 4th quarter. D.A. Davidson & CO. now owns 4,554 shares of the company’s stock valued at $504,000 after purchasing an additional 601 shares during the last quarter.

iShares U.S. Financials ETF Price Performance

Shares of NYSEARCA:IYF opened at $119.19 on Thursday. The company has a market cap of $3.31 billion, a price-to-earnings ratio of 16.14 and a beta of 0.84. The firm has a 50 day simple moving average of $114.39 and a 200 day simple moving average of $109.57. iShares U.S. Financials ETF has a one year low of $88.73 and a one year high of $119.90.

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.