Instrumental Wealth LLC boosted its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 25.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 184,715 shares of the company’s stock after acquiring an additional 37,417 shares during the quarter. iShares S&P 500 Growth ETF comprises about 13.3% of Instrumental Wealth LLC’s portfolio, making the stock its 3rd largest position. Instrumental Wealth LLC’s holdings in iShares S&P 500 Growth ETF were worth $22,293,000 at the end of the most recent reporting period.
Other large investors have also added to or reduced their stakes in the company. Focus Partners Wealth increased its holdings in shares of iShares S&P 500 Growth ETF by 81.0% in the fourth quarter. Focus Partners Wealth now owns 1,920,546 shares of the company’s stock valued at $236,725,000 after purchasing an additional 859,584 shares during the period. Valpey Financial Services LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 11,889.3% during the fourth quarter. Valpey Financial Services LLC now owns 712,286 shares of the company’s stock worth $87,796,000 after purchasing an additional 706,345 shares during the period. Align Financial LLC acquired a new stake in shares of iShares S&P 500 Growth ETF during the fourth quarter worth about $49,180,000. MML Investors Services LLC boosted its position in iShares S&P 500 Growth ETF by 10.9% in the fourth quarter. MML Investors Services LLC now owns 3,645,204 shares of the company’s stock valued at $449,308,000 after buying an additional 358,496 shares during the last quarter. Finally, LPL Financial LLC boosted its position in iShares S&P 500 Growth ETF by 1.8% in the fourth quarter. LPL Financial LLC now owns 19,816,481 shares of the company’s stock valued at $2,442,579,000 after buying an additional 357,495 shares during the last quarter.
iShares S&P 500 Growth ETF Stock Performance
Shares of NYSEARCA:IVW opened at $137.96 on Friday. iShares S&P 500 Growth ETF has a twelve month low of $104.21 and a twelve month high of $141.98. The company’s 50 day moving average is $133.56 and its 200 day moving average is $125.28. The company has a market cap of $74.77 billion, a PE ratio of 33.33 and a beta of 1.17.
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.
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