Mosley Wealth Management trimmed its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 53.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,039 shares of the company’s stock after selling 32,079 shares during the quarter. iShares S&P 500 Growth ETF accounts for 1.2% of Mosley Wealth Management’s portfolio, making the stock its 22nd largest position. Mosley Wealth Management’s holdings in iShares S&P 500 Growth ETF were worth $3,856,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently bought and sold shares of IVW. Cornerstone Wealth Management LLC boosted its stake in iShares S&P 500 Growth ETF by 0.4% during the second quarter. Cornerstone Wealth Management LLC now owns 18,502 shares of the company’s stock worth $2,545,000 after buying an additional 80 shares in the last quarter. Confluence Wealth Services Inc. raised its stake in shares of iShares S&P 500 Growth ETF by 6.5% in the 2nd quarter. Confluence Wealth Services Inc. now owns 13,959 shares of the company’s stock valued at $1,920,000 after buying an additional 854 shares in the last quarter. Two West Capital Advisors LLC raised its stake in shares of iShares S&P 500 Growth ETF by 17.5% in the 2nd quarter. Two West Capital Advisors LLC now owns 23,119 shares of the company’s stock valued at $3,114,000 after buying an additional 3,448 shares in the last quarter. Pines Wealth Management LLC acquired a new position in shares of iShares S&P 500 Growth ETF in the 2nd quarter valued at $244,000. Finally, Patton Albertson Miller Group LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 9.1% during the 2nd quarter. Patton Albertson Miller Group LLC now owns 182,247 shares of the company’s stock worth $25,064,000 after acquiring an additional 15,235 shares during the period.
iShares S&P 500 Growth ETF Stock Performance
Shares of iShares S&P 500 Growth ETF stock opened at $142.54 on Friday. The firm’s 50-day simple moving average is $136.39 and its 200-day simple moving average is $128.86. iShares S&P 500 Growth ETF has a twelve month low of $108.13 and a twelve month high of $143.26. The firm has a market cap of $77.82 billion, a P/E ratio of 33.33 and a beta of 1.17.
iShares S&P 500 Growth ETF 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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