Curtis Wealth Management LLC Makes New $5.78 Million Investment in iShares S&P 100 ETF $OEF

Curtis Wealth Management LLC acquired a new position in shares of iShares S&P 100 ETF (NYSEARCA:OEF) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 16,810 shares of the company’s stock, valued at approximately $5,777,000. iShares S&P 100 ETF accounts for about 5.1% of Curtis Wealth Management LLC’s portfolio, making the stock its 7th biggest position.

Other hedge funds also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors acquired a new stake in iShares S&P 100 ETF during the 4th quarter worth approximately $32,000. Lodestone Wealth Management LLC acquired a new stake in iShares S&P 100 ETF during the 4th quarter worth approximately $34,000. Optima Capital LLC acquired a new stake in iShares S&P 100 ETF during the 4th quarter worth approximately $39,000. Russell Investments Group Ltd. lifted its position in iShares S&P 100 ETF by 79.1% during the 3rd quarter. Russell Investments Group Ltd. now owns 120 shares of the company’s stock worth $40,000 after acquiring an additional 53 shares during the period. Finally, SouthState Bank Corp lifted its position in iShares S&P 100 ETF by 38.9% during the 3rd quarter. SouthState Bank Corp now owns 132 shares of the company’s stock worth $44,000 after acquiring an additional 37 shares during the period.

iShares S&P 100 ETF Trading Down 2.9%

iShares S&P 100 ETF stock opened at $364.88 on Friday. iShares S&P 100 ETF has a twelve month low of $290.39 and a twelve month high of $379.02. The stock has a 50 day moving average of $352.41 and a two-hundred day moving average of $343.42. The stock has a market capitalization of $20.14 billion, a price-to-earnings ratio of 27.17 and a beta of 1.03.

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.