Kingswood Wealth Advisors LLC Increases Position in iShares S&P 500 Growth ETF $IVW

Kingswood Wealth Advisors LLC increased its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 72.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,924 shares of the company’s stock after buying an additional 17,546 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $5,168,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Envestnet Asset Management Inc. grew its holdings in shares of iShares S&P 500 Growth ETF by 0.4% during the third quarter. Envestnet Asset Management Inc. now owns 45,556,746 shares of the company’s stock valued at $5,499,610,000 after buying an additional 179,866 shares during the last quarter. UBS Group AG grew its holdings in shares of iShares S&P 500 Growth ETF by 0.9% during the third quarter. UBS Group AG now owns 8,911,282 shares of the company’s stock valued at $1,075,770,000 after buying an additional 76,602 shares during the last quarter. Raymond James Financial Inc. grew its holdings in shares of iShares S&P 500 Growth ETF by 1.2% during the third quarter. Raymond James Financial Inc. now owns 4,309,062 shares of the company’s stock valued at $520,190,000 after buying an additional 52,514 shares during the last quarter. Lido Advisors LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 6.5% during the third quarter. Lido Advisors LLC now owns 3,639,449 shares of the company’s stock valued at $439,354,000 after buying an additional 221,311 shares during the last quarter. Finally, Park Avenue Securities LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 1.6% during the fourth quarter. Park Avenue Securities LLC now owns 3,631,582 shares of the company’s stock valued at $447,629,000 after buying an additional 56,513 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA:IVW opened at $126.84 on Wednesday. The firm’s fifty day moving average is $118.85 and its two-hundred day moving average is $121.39. The firm has a market cap of $68.41 billion, a price-to-earnings ratio of 33.33 and a beta of 1.15. iShares S&P 500 Growth ETF has a one year low of $86.74 and a one year high of $128.68.

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. The Growth Index is a subset of the S&P 500 and consists of those stocks in the S&P 500 exhibiting the strongest growth characteristics.