Capital Advisors Ltd. LLC Has $15.68 Million Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Capital Advisors Ltd. LLC grew its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 154,450 shares of the company’s stock after purchasing an additional 2,265 shares during the quarter. iShares S&P 500 Growth ETF comprises approximately 2.0% of Capital Advisors Ltd. LLC’s investment portfolio, making the stock its 13th biggest position. Capital Advisors Ltd. LLC’s holdings in iShares S&P 500 Growth ETF were worth $15,681,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in IVW. Alpha Financial Partners LLC bought a new stake in shares of iShares S&P 500 Growth ETF in the third quarter valued at about $11,343,000. Allspring Global Investments Holdings LLC boosted its holdings in iShares S&P 500 Growth ETF by 35,928.6% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 2,522 shares of the company’s stock valued at $241,000 after purchasing an additional 2,515 shares during the period. Highland Capital Management LLC grew its position in shares of iShares S&P 500 Growth ETF by 27.0% during the 3rd quarter. Highland Capital Management LLC now owns 13,195 shares of the company’s stock worth $1,263,000 after purchasing an additional 2,803 shares in the last quarter. Osborne Partners Capital Management LLC increased its holdings in shares of iShares S&P 500 Growth ETF by 66.6% during the third quarter. Osborne Partners Capital Management LLC now owns 3,609 shares of the company’s stock worth $346,000 after purchasing an additional 1,443 shares during the period. Finally, PFG Investments LLC raised its position in shares of iShares S&P 500 Growth ETF by 32.7% in the third quarter. PFG Investments LLC now owns 7,128 shares of the company’s stock valued at $683,000 after buying an additional 1,758 shares in the last quarter.

iShares S&P 500 Growth ETF Trading Down 2.4 %

Shares of IVW stock opened at $103.43 on Monday. The stock has a 50 day simple moving average of $104.04 and a 200 day simple moving average of $99.04. iShares S&P 500 Growth ETF has a 1 year low of $79.07 and a 1 year high of $107.14. The stock has a market cap of $57.71 billion, a P/E ratio of 33.87 and a beta of 1.07.

iShares S&P 500 Growth ETF Company 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.