SilverOak Wealth Management LLC lessened its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 536,178 shares of the company’s stock after selling 23,775 shares during the quarter. iShares S&P 500 Growth ETF accounts for 9.1% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 4th biggest position. SilverOak Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $76,277,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently modified their holdings of IVW. Strategic Family Wealth Counselors L.L.C. raised its stake in shares of iShares S&P 500 Growth ETF by 1.3% in the 3rd quarter. Strategic Family Wealth Counselors L.L.C. now owns 7,188 shares of the company’s stock valued at $1,023,000 after purchasing an additional 92 shares in the last quarter. One Way Holdings LLC grew its stake in iShares S&P 500 Growth ETF by 16.2% in the third quarter. One Way Holdings LLC now owns 10,478 shares of the company’s stock worth $1,491,000 after purchasing an additional 1,457 shares in the last quarter. Trek Financial LLC grew its stake in iShares S&P 500 Growth ETF by 1.1% in the third quarter. Trek Financial LLC now owns 216,101 shares of the company’s stock worth $30,742,000 after purchasing an additional 2,352 shares in the last quarter. Traynor Capital Management Inc. grew its stake in iShares S&P 500 Growth ETF by 1.4% in the third quarter. Traynor Capital Management Inc. now owns 110,898 shares of the company’s stock worth $15,776,000 after purchasing an additional 1,498 shares in the last quarter. Finally, Elevation Capital Advisory LLC bought a new stake in iShares S&P 500 Growth ETF in the third quarter valued at about $4,983,000.
iShares S&P 500 Growth ETF Price Performance
Shares of NYSEARCA IVW opened at $134.46 on Monday. The stock’s 50 day moving average price is $140.66 and its two-hundred day moving average price is $131.87. iShares S&P 500 Growth ETF has a 52-week low of $108.13 and a 52-week high of $146.83. The stock has a market capitalization of $74.75 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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