Balboa Wealth Partners Sells 14,323 Shares of iShares S&P 500 Growth ETF $IVW

Balboa Wealth Partners trimmed its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 54.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,808 shares of the company’s stock after selling 14,323 shares during the period. Balboa Wealth Partners’ holdings in iShares S&P 500 Growth ETF were worth $1,300,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Sax Wealth Advisors LLC boosted its holdings in iShares S&P 500 Growth ETF by 142.3% in the 2nd quarter. Sax Wealth Advisors LLC now owns 18,003 shares of the company’s stock valued at $1,982,000 after purchasing an additional 10,572 shares during the period. Embree Financial Group lifted its holdings in shares of iShares S&P 500 Growth ETF by 101.2% during the 2nd quarter. Embree Financial Group now owns 8,357 shares of the company’s stock worth $920,000 after acquiring an additional 4,204 shares during the last quarter. Semus Wealth Partners LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 4.8% during the 1st quarter. Semus Wealth Partners LLC now owns 11,283 shares of the company’s stock worth $1,047,000 after acquiring an additional 518 shares during the last quarter. Sharp Financial Services LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 11.6% during the 2nd quarter. Sharp Financial Services LLC now owns 228,223 shares of the company’s stock worth $25,127,000 after acquiring an additional 23,728 shares during the last quarter. Finally, Pallas Capital Advisors LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 193.9% during the 2nd quarter. Pallas Capital Advisors LLC now owns 97,659 shares of the company’s stock worth $10,752,000 after acquiring an additional 64,432 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA IVW opened at $120.40 on Monday. iShares S&P 500 Growth ETF has a 52-week low of $79.31 and a 52-week high of $122.66. The company has a market capitalization of $65.48 billion, a P/E ratio of 33.33 and a beta of 1.05. The company has a fifty day moving average of $118.05 and a 200-day moving average of $108.30.

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.