Buck Wealth Strategies LLC boosted its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 80.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 107,768 shares of the company’s stock after acquiring an additional 47,892 shares during the period. iShares S&P 500 Growth ETF comprises about 2.3% of Buck Wealth Strategies LLC’s investment portfolio, making the stock its 15th biggest holding. Buck Wealth Strategies LLC’s holdings in iShares S&P 500 Growth ETF were worth $10,942,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors also recently made changes to their positions in IVW. Beacon Financial Advisory LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 14.6% in the fourth quarter. Beacon Financial Advisory LLC now owns 20,437 shares of the company’s stock valued at $2,075,000 after buying an additional 2,605 shares during the period. Avid Wealth Partners LLC increased its position in shares of iShares S&P 500 Growth ETF by 1.1% in the fourth quarter. Avid Wealth Partners LLC now owns 113,752 shares of the company’s stock worth $11,549,000 after acquiring an additional 1,185 shares in the last quarter. Bleakley Financial Group LLC raised its stake in iShares S&P 500 Growth ETF by 1.4% during the 4th quarter. Bleakley Financial Group LLC now owns 65,567 shares of the company’s stock valued at $6,657,000 after purchasing an additional 888 shares during the period. Insight Advisors LLC PA lifted its stake in iShares S&P 500 Growth ETF by 1.2% in the 4th quarter. Insight Advisors LLC PA now owns 16,718 shares of the company’s stock worth $1,712,000 after acquiring an additional 201 shares in the last quarter. Finally, Robertson Stephens Wealth Management LLC lifted its position in shares of iShares S&P 500 Growth ETF by 0.8% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 180,521 shares of the company’s stock worth $18,328,000 after purchasing an additional 1,392 shares in the last quarter.
iShares S&P 500 Growth ETF Price Performance
IVW opened at $104.89 on Thursday. The company has a market capitalization of $54.95 billion, a PE ratio of 28.52 and a beta of 1.14. The business has a 50-day moving average of $103.37 and a 200-day moving average of $97.57. iShares S&P 500 Growth ETF has a fifty-two week low of $79.07 and a fifty-two week high of $107.14.
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.
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