WCG Wealth Advisors LLC Has $9.72 Million Holdings in iShares S&P 100 ETF $OEF

WCG Wealth Advisors LLC raised its position in iShares S&P 100 ETF (NYSEARCA:OEF) by 144.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 28,344 shares of the company’s stock after buying an additional 16,744 shares during the period. WCG Wealth Advisors LLC’s holdings in iShares S&P 100 ETF were worth $9,722,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Physician Wealth Advisors Inc. boosted its position in iShares S&P 100 ETF by 74.5% in the third quarter. Physician Wealth Advisors Inc. now owns 82 shares of the company’s stock valued at $27,000 after buying an additional 35 shares in the last quarter. Lodestone Wealth Management LLC acquired a new position in iShares S&P 100 ETF in the fourth quarter valued at about $34,000. Optima Capital LLC acquired a new position in iShares S&P 100 ETF in the fourth quarter valued at about $39,000. Russell Investments Group Ltd. boosted its position in iShares S&P 100 ETF by 79.1% in the third quarter. Russell Investments Group Ltd. now owns 120 shares of the company’s stock valued at $40,000 after buying an additional 53 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its position in iShares S&P 100 ETF by 40.2% in the second quarter. Geneos Wealth Management Inc. now owns 136 shares of the company’s stock valued at $41,000 after buying an additional 39 shares in the last quarter.

iShares S&P 100 ETF Stock Down 0.9%

NYSEARCA:OEF opened at $374.53 on Thursday. The firm has a market cap of $20.67 billion, a PE ratio of 27.17 and a beta of 1.02. iShares S&P 100 ETF has a 12 month low of $289.10 and a 12 month high of $379.02. The company’s 50-day moving average price is $350.41 and its two-hundred day moving average price is $343.01.

iShares S&P 100 ETF Profile

iShares S&P 100 ETF, formerly iShares S&P 100 Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 100 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market and consists of blue chip stocks from diverse industries in the S&P 500 Index. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.