Personal CFO Solutions LLC Takes Position in iShares S&P 500 Growth ETF $IVW

Personal CFO Solutions LLC acquired a new stake in iShares S&P 500 Growth ETF (NYSEARCA:IVWFree Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 17,667 shares of the company’s stock, valued at approximately $1,998,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Cahaba Wealth Management Inc. grew its stake in shares of iShares S&P 500 Growth ETF by 0.4% in the 1st quarter. Cahaba Wealth Management Inc. now owns 55,828 shares of the company’s stock valued at $6,315,000 after buying an additional 196 shares during the period. Rockwood Wealth Management LLC lifted its holdings in iShares S&P 500 Growth ETF by 3.2% in the first quarter. Rockwood Wealth Management LLC now owns 10,150 shares of the company’s stock valued at $1,148,000 after acquiring an additional 317 shares during the last quarter. Financial Life Advisors grew its position in iShares S&P 500 Growth ETF by 1.5% in the first quarter. Financial Life Advisors now owns 361,009 shares of the company’s stock worth $40,834,000 after acquiring an additional 5,353 shares during the period. Richmond Investment Services LLC grew its position in iShares S&P 500 Growth ETF by 13.2% in the first quarter. Richmond Investment Services LLC now owns 18,536 shares of the company’s stock worth $2,097,000 after acquiring an additional 2,166 shares during the period. Finally, Axxcess Wealth Management LLC increased its stake in iShares S&P 500 Growth ETF by 5.7% during the first quarter. Axxcess Wealth Management LLC now owns 15,295 shares of the company’s stock worth $1,730,000 after acquiring an additional 825 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Up 0.1%

NYSEARCA:IVW opened at $136.25 on Thursday. iShares S&P 500 Growth ETF has a 52 week low of $108.13 and a 52 week high of $141.98. The company has a market capitalization of $74.22 billion, a P/E ratio of 33.33 and a beta of 1.17. The stock’s fifty day moving average is $135.96 and its two-hundred day moving average is $126.43.

iShares S&P 500 Growth ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

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