HB Wealth Management LLC cut its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 5.7% in the first quarter, Holdings Channel.com reports. The fund owned 2,236,643 shares of the company’s stock after selling 135,416 shares during the quarter. iShares S&P 500 Growth ETF comprises about 1.6% of HB Wealth Management LLC’s portfolio, making the stock its 9th largest holding. HB Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $252,987,000 at the end of the most recent reporting period.
Several other hedge funds also recently made changes to their positions in IVW. Brookstone Capital Management raised its holdings in shares of iShares S&P 500 Growth ETF by 5.7% in the fourth quarter. Brookstone Capital Management now owns 237,167 shares of the company’s stock valued at $29,233,000 after buying an additional 12,778 shares during the last quarter. Capital Advantage Inc. boosted its stake in shares of iShares S&P 500 Growth ETF by 40.9% during the fourth quarter. Capital Advantage Inc. now owns 25,498 shares of the company’s stock worth $3,143,000 after buying an additional 7,396 shares during the period. Lido Advisors LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 6.5% during the third quarter. Lido Advisors LLC now owns 3,639,449 shares of the company’s stock worth $439,354,000 after buying an additional 221,311 shares during the last quarter. Chatterton & Associates Inc. grew its holdings in shares of iShares S&P 500 Growth ETF by 33.5% during the first quarter. Chatterton & Associates Inc. now owns 44,180 shares of the company’s stock worth $5,306,000 after buying an additional 11,089 shares during the last quarter. Finally, Embree Financial Group increased its position in iShares S&P 500 Growth ETF by 61.2% in the 4th quarter. Embree Financial Group now owns 61,699 shares of the company’s stock valued at $7,605,000 after acquiring an additional 23,416 shares during the period.
iShares S&P 500 Growth ETF Price Performance
Shares of IVW stock opened at $135.41 on Friday. The stock’s 50-day moving average price is $135.53 and its 200 day moving average price is $126.07. The stock has a market capitalization of $73.73 billion, a PE ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 52-week low of $108.13 and a 52-week high of $141.98.
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.
See Also
- Five stocks we like better than iShares S&P 500 Growth ETF
- AST SpaceMobile’s Japan Catalyst Puts Its Rollout Story Back in Focus
- Gold and Silver Recovery—3 Precious Metals Stocks for H2 2026
- Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst
- Why Kroger’s Giant Eagle Deal Could Change Everything
Want to see what other hedge funds are holding IVW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report).
Receive News & Ratings for iShares S&P 500 Growth ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Growth ETF and related companies with MarketBeat.com's FREE daily email newsletter.
