Perigon Wealth Management LLC Has $15.94 Million Stock Holdings in iShares U.S. Technology ETF (NYSEARCA:IYW)

Perigon Wealth Management LLC trimmed its stake in shares of iShares U.S. Technology ETF (NYSEARCA:IYW) by 10.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 113,520 shares of the exchange traded fund’s stock after selling 12,884 shares during the quarter. Perigon Wealth Management LLC owned approximately 0.09% of iShares U.S. Technology ETF worth $15,943,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Hoey Investments Inc. acquired a new position in iShares U.S. Technology ETF during the 1st quarter worth approximately $27,000. Headlands Technologies LLC acquired a new position in iShares U.S. Technology ETF during the 4th quarter worth approximately $40,000. SRS Capital Advisors Inc. increased its position in iShares U.S. Technology ETF by 43.7% during the 4th quarter. SRS Capital Advisors Inc. now owns 296 shares of the exchange traded fund’s stock worth $47,000 after purchasing an additional 90 shares in the last quarter. Atala Financial Inc acquired a new position in iShares U.S. Technology ETF during the 4th quarter worth approximately $52,000. Finally, Dunhill Financial LLC increased its position in iShares U.S. Technology ETF by 183.8% during the 4th quarter. Dunhill Financial LLC now owns 386 shares of the exchange traded fund’s stock worth $62,000 after purchasing an additional 250 shares in the last quarter.

iShares U.S. Technology ETF Price Performance

IYW stock opened at $170.16 on Thursday. The company has a 50 day simple moving average of $154.58 and a 200 day simple moving average of $154.23. The stock has a market cap of $21.05 billion, a price-to-earnings ratio of 34.95 and a beta of 1.23. iShares U.S. Technology ETF has a 1 year low of $117.55 and a 1 year high of $171.06.

iShares U.S. Technology ETF Company Profile

iShares U.S. Technology ETF, formerly iShares Dow Jones U.S. Technology Sector Index Fund (the Fund) is a non-diversified 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. Technology Index (the Index).