Callan Family Office LLC Has $17.52 Million Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Callan Family Office LLC grew its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 6.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 172,567 shares of the company’s stock after purchasing an additional 10,758 shares during the quarter. iShares S&P 500 Growth ETF comprises 1.1% of Callan Family Office LLC’s portfolio, making the stock its 14th biggest holding. Callan Family Office LLC’s holdings in iShares S&P 500 Growth ETF were worth $17,521,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Dakota Wealth Management increased its position in iShares S&P 500 Growth ETF by 1.2% in the 4th quarter. Dakota Wealth Management now owns 7,935 shares of the company’s stock worth $806,000 after buying an additional 97 shares during the period. waypoint wealth counsel raised its stake in iShares S&P 500 Growth ETF by 0.4% during the 4th quarter. waypoint wealth counsel now owns 27,282 shares of the company’s stock valued at $2,770,000 after purchasing an additional 99 shares during the last quarter. Gradient Investments LLC boosted its holdings in iShares S&P 500 Growth ETF by 2.7% in the 4th quarter. Gradient Investments LLC now owns 3,901 shares of the company’s stock valued at $396,000 after purchasing an additional 103 shares during the period. HTLF Bank boosted its holdings in iShares S&P 500 Growth ETF by 2.0% in the 4th quarter. HTLF Bank now owns 5,252 shares of the company’s stock valued at $533,000 after purchasing an additional 104 shares during the period. Finally, Boston Family Office LLC grew its position in iShares S&P 500 Growth ETF by 0.4% in the 3rd quarter. Boston Family Office LLC now owns 26,064 shares of the company’s stock worth $2,496,000 after purchasing an additional 105 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Performance

Shares of IVW opened at $96.22 on Friday. The company has a 50-day simple moving average of $103.28 and a 200-day simple moving average of $99.52. iShares S&P 500 Growth ETF has a 52 week low of $79.07 and a 52 week high of $107.14. The firm has a market capitalization of $53.69 billion, a P/E ratio of 33.87 and a beta of 1.07.

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.