JFS Wealth Advisors LLC Has $15.92 Million Position in iShares S&P 500 Growth ETF $IVW

JFS Wealth Advisors LLC lowered its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 4.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 144,551 shares of the company’s stock after selling 7,042 shares during the period. iShares S&P 500 Growth ETF accounts for 1.0% of JFS Wealth Advisors LLC’s portfolio, making the stock its 22nd largest position. JFS Wealth Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $15,915,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Greenwood Gearhart Inc. increased its holdings in shares of iShares S&P 500 Growth ETF by 21.0% in the second quarter. Greenwood Gearhart Inc. now owns 12,079 shares of the company’s stock valued at $1,330,000 after purchasing an additional 2,098 shares in the last quarter. Aurora Private Wealth Inc. increased its holdings in shares of iShares S&P 500 Growth ETF by 1.0% in the second quarter. Aurora Private Wealth Inc. now owns 11,641 shares of the company’s stock valued at $1,282,000 after purchasing an additional 115 shares in the last quarter. Cyndeo Wealth Partners LLC acquired a new stake in shares of iShares S&P 500 Growth ETF in the second quarter valued at approximately $224,000. Wealthstar Advisors LLC increased its holdings in shares of iShares S&P 500 Growth ETF by 109.7% in the second quarter. Wealthstar Advisors LLC now owns 4,541 shares of the company’s stock valued at $500,000 after purchasing an additional 2,376 shares in the last quarter. Finally, Gilliland Jeter Wealth Management LLC grew its holdings in iShares S&P 500 Growth ETF by 3.1% during the 2nd quarter. Gilliland Jeter Wealth Management LLC now owns 6,445 shares of the company’s stock worth $710,000 after acquiring an additional 192 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

IVW opened at $118.29 on Friday. The company has a fifty day moving average price of $117.43 and a two-hundred day moving average price of $107.16. iShares S&P 500 Growth ETF has a 52 week low of $79.31 and a 52 week high of $122.66. The firm has a market capitalization of $64.41 billion, a PE ratio of 33.33 and a beta of 1.05.

About iShares S&P 500 Growth ETF

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.