Connecticut Wealth Management LLC Trims Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Connecticut Wealth Management LLC lessened its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 470,553 shares of the company’s stock after selling 5,538 shares during the quarter. iShares S&P 500 Growth ETF makes up about 2.0% of Connecticut Wealth Management LLC’s investment portfolio, making the stock its 11th biggest position. Connecticut Wealth Management LLC owned 0.10% of iShares S&P 500 Growth ETF worth $35,338,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Nicolet Advisory Services LLC grew its stake in shares of iShares S&P 500 Growth ETF by 2.0% during the third quarter. Nicolet Advisory Services LLC now owns 7,575 shares of the company’s stock valued at $518,000 after acquiring an additional 152 shares in the last quarter. Gallagher Fiduciary Advisors LLC lifted its position in shares of iShares S&P 500 Growth ETF by 4.5% during the third quarter. Gallagher Fiduciary Advisors LLC now owns 3,526 shares of the company’s stock worth $241,000 after purchasing an additional 153 shares during the last quarter. Allen Capital Group LLC lifted its position in shares of iShares S&P 500 Growth ETF by 4.7% during the fourth quarter. Allen Capital Group LLC now owns 3,421 shares of the company’s stock worth $257,000 after purchasing an additional 155 shares during the last quarter. Wilbanks Smith & Thomas Asset Management LLC lifted its position in shares of iShares S&P 500 Growth ETF by 1.4% during the fourth quarter. Wilbanks Smith & Thomas Asset Management LLC now owns 12,035 shares of the company’s stock worth $904,000 after purchasing an additional 164 shares during the last quarter. Finally, Baron Wealth Management LLC lifted its position in shares of iShares S&P 500 Growth ETF by 0.6% during the fourth quarter. Baron Wealth Management LLC now owns 31,276 shares of the company’s stock worth $2,349,000 after purchasing an additional 173 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Performance

Shares of IVW stock traded up $1.52 during trading hours on Friday, hitting $83.37. 2,580,985 shares of the company were exchanged, compared to its average volume of 3,509,656. iShares S&P 500 Growth ETF has a one year low of $63.19 and a one year high of $85.56. The business’s 50-day simple moving average is $83.08 and its two-hundred day simple moving average is $77.35. The stock has a market capitalization of $43.54 billion, a price-to-earnings ratio of 27.41 and a beta of 1.12.

iShares S&P 500 Growth ETF Company Profile

iShares S&P 500 Growth ETF, formerly iShares S&P 500 Growth Index Fund (the Growth Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500/Citigroup Growth Index (the Growth Index). The Growth Index measures the performance of the large-capitalization growth sector of the United States equity market.