Larson Financial Group LLC decreased its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 52.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,882 shares of the company’s stock after selling 4,363 shares during the quarter. Larson Financial Group LLC’s holdings in iShares S&P 500 Growth ETF were worth $394,000 at the end of the most recent quarter.
A number of other hedge funds have also added to or reduced their stakes in IVW. Strategic Financial Concepts LLC lifted its position in shares of iShares S&P 500 Growth ETF by 10,066.9% during the fourth quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock valued at $479,000 after purchasing an additional 421,703 shares in the last quarter. Advyzon Investment Management LLC purchased a new stake in iShares S&P 500 Growth ETF in the 4th quarter valued at about $420,000. River Street Advisors LLC lifted its position in shares of iShares S&P 500 Growth ETF by 17.5% during the 3rd quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock worth $956,000 after buying an additional 1,483 shares in the last quarter. Encompass Wealth Advisors LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 2.0% in the 4th quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock worth $37,319,000 after buying an additional 7,349 shares during the last quarter. Finally, Perigon Wealth Management LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 3.9% in the fourth quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock valued at $10,760,000 after acquiring an additional 3,942 shares in the last quarter.
iShares S&P 500 Growth ETF Trading Down 3.7 %
Shares of IVW opened at $92.95 on Tuesday. The stock has a 50 day moving average of $102.95 and a 200 day moving average of $99.62. The company has a market capitalization of $51.33 billion, a price-to-earnings ratio of 30.05 and a beta of 1.08. iShares S&P 500 Growth ETF has a 12 month low of $79.07 and a 12 month high of $107.14.
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.
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