Geneos Wealth Management Inc. Has $9.41 Million Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Geneos Wealth Management Inc. grew its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 0.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 92,695 shares of the company’s stock after purchasing an additional 227 shares during the quarter. Geneos Wealth Management Inc.’s holdings in iShares S&P 500 Growth ETF were worth $9,411,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in IVW. Davis Capital Management lifted its position in iShares S&P 500 Growth ETF by 78.4% during the 3rd quarter. Davis Capital Management now owns 412 shares of the company’s stock worth $39,000 after buying an additional 181 shares in the last quarter. Element Wealth LLC raised its stake in shares of iShares S&P 500 Growth ETF by 31.1% in the third quarter. Element Wealth LLC now owns 577 shares of the company’s stock worth $55,000 after acquiring an additional 137 shares during the last quarter. Valued Wealth Advisors LLC lifted its position in shares of iShares S&P 500 Growth ETF by 160.2% during the third quarter. Valued Wealth Advisors LLC now owns 601 shares of the company’s stock worth $58,000 after purchasing an additional 370 shares in the last quarter. Copley Financial Group Inc. bought a new stake in shares of iShares S&P 500 Growth ETF during the third quarter valued at approximately $64,000. Finally, ORG Wealth Partners LLC acquired a new stake in shares of iShares S&P 500 Growth ETF in the third quarter valued at approximately $66,000.

iShares S&P 500 Growth ETF Price Performance

IVW stock opened at $106.26 on Friday. The stock has a market capitalization of $55.67 billion, a PE ratio of 28.52 and a beta of 1.14. The company has a 50 day moving average price of $102.67 and a 200 day moving average price of $97.05. iShares S&P 500 Growth ETF has a fifty-two week low of $77.20 and a fifty-two week high of $107.14.

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.