Asset One Wealth Management LLC grew its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 77.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 102,017 shares of the company’s stock after purchasing an additional 44,592 shares during the period. iShares S&P 500 Growth ETF comprises approximately 1.2% of Asset One Wealth Management LLC’s investment portfolio, making the stock its 15th largest holding. Asset One Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $14,513,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of IVW. Arrow Investment Advisors LLC bought a new stake in iShares S&P 500 Growth ETF in the third quarter valued at about $4,684,000. Financial Council LLC lifted its position in shares of iShares S&P 500 Growth ETF by 18.8% in the third quarter. Financial Council LLC now owns 3,045 shares of the company’s stock worth $433,000 after buying an additional 481 shares in the last quarter. Kestra Advisory Services LLC increased its holdings in shares of iShares S&P 500 Growth ETF by 17.4% during the third quarter. Kestra Advisory Services LLC now owns 1,011,319 shares of the company’s stock valued at $143,870,000 after acquiring an additional 149,886 shares in the last quarter. Gutierrez Wealth Advisory LLC lifted its holdings in iShares S&P 500 Growth ETF by 2.0% in the third quarter. Gutierrez Wealth Advisory LLC now owns 4,824 shares of the company’s stock valued at $686,000 after acquiring an additional 96 shares during the last quarter. Finally, Quest 10 Wealth Builders Inc. boosted its stake in shares of iShares S&P 500 Growth ETF by 6.4% in the third quarter. Quest 10 Wealth Builders Inc. now owns 2,133 shares of the company’s stock valued at $303,000 after buying an additional 128 shares in the last quarter.
iShares S&P 500 Growth ETF Stock Up 0.9%
Shares of IVW stock opened at $129.63 on Friday. The stock has a 50-day simple moving average of $140.00 and a 200 day simple moving average of $132.10. iShares S&P 500 Growth ETF has a fifty-two week low of $108.13 and a fifty-two week high of $146.83. The stock has a market capitalization of $71.70 billion, a P/E ratio of 24.96 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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