Valeo Financial Advisors LLC lifted its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 11.2% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 40,508 shares of the company’s stock after acquiring an additional 4,094 shares during the quarter. Valeo Financial Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $5,571,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IVW. Beaird Harris Wealth Management LLC grew its position in iShares S&P 500 Growth ETF by 77.9% during the 2nd quarter. Beaird Harris Wealth Management LLC now owns 1,982 shares of the company’s stock worth $273,000 after purchasing an additional 868 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in shares of iShares S&P 500 Growth ETF by 1,071.4% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 246 shares of the company’s stock valued at $34,000 after purchasing an additional 225 shares in the last quarter. Kwmg LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 5.1% in the second quarter. Kwmg LLC now owns 263,478 shares of the company’s stock valued at $36,236,000 after purchasing an additional 12,686 shares in the last quarter. Whitcomb & Hess Inc. boosted its position in shares of iShares S&P 500 Growth ETF by 1.2% in the second quarter. Whitcomb & Hess Inc. now owns 18,711 shares of the company’s stock worth $2,573,000 after buying an additional 226 shares during the period. Finally, Cooper Financial Group boosted its position in shares of iShares S&P 500 Growth ETF by 0.7% in the second quarter. Cooper Financial Group now owns 10,864 shares of the company’s stock worth $1,494,000 after buying an additional 80 shares during the period.
iShares S&P 500 Growth ETF Trading Up 0.7%
Shares of IVW stock opened at $142.10 on Friday. The company has a market capitalization of $77.58 billion, a price-to-earnings ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 1-year low of $108.13 and a 1-year high of $143.26. The stock’s fifty day simple moving average is $136.32 and its 200-day simple moving average is $128.29.
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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