WealthPLAN Partners LLC Has $6.10 Million Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

WealthPLAN Partners LLC trimmed its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 11.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 60,114 shares of the company’s stock after selling 8,030 shares during the quarter. iShares S&P 500 Growth ETF comprises about 0.9% of WealthPLAN Partners LLC’s holdings, making the stock its 27th biggest position. WealthPLAN Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $6,103,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of IVW. Center for Financial Planning Inc. lifted its stake in shares of iShares S&P 500 Growth ETF by 61.9% in the fourth quarter. Center for Financial Planning Inc. now owns 1,318 shares of the company’s stock valued at $134,000 after buying an additional 504 shares in the last quarter. PUREfi Wealth LLC bought a new position in shares of iShares S&P 500 Growth ETF in the fourth quarter valued at $445,000. Quadrant Private Wealth Management LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 6.5% in the fourth quarter. Quadrant Private Wealth Management LLC now owns 69,738 shares of the company’s stock valued at $7,080,000 after buying an additional 4,264 shares in the last quarter. Valeo Financial Advisors LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 0.5% in the fourth quarter. Valeo Financial Advisors LLC now owns 32,154 shares of the company’s stock valued at $3,265,000 after buying an additional 147 shares in the last quarter. Finally, Roman Butler Fullerton & Co. lifted its stake in shares of iShares S&P 500 Growth ETF by 30.1% in the fourth quarter. Roman Butler Fullerton & Co. now owns 32,811 shares of the company’s stock valued at $3,361,000 after buying an additional 7,588 shares in the last quarter.

iShares S&P 500 Growth ETF Trading Up 0.2 %

iShares S&P 500 Growth ETF stock opened at $106.63 on Friday. iShares S&P 500 Growth ETF has a 1-year low of $79.07 and a 1-year high of $107.14. The firm has a market capitalization of $55.86 billion, a price-to-earnings ratio of 28.52 and a beta of 1.14. The firm’s fifty day moving average price is $103.79 and its two-hundred day moving average price is $98.13.

About iShares S&P 500 Growth ETF

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.