Legacy Capital Group California Inc. increased its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 8.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,521 shares of the company’s stock after acquiring an additional 287 shares during the period. Legacy Capital Group California Inc.’s holdings in iShares S&P 500 Growth ETF were worth $357,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Strategic Financial Concepts LLC boosted its holdings in shares of iShares S&P 500 Growth ETF by 10,066.9% in the 4th quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock valued at $479,000 after acquiring an additional 421,703 shares during the last quarter. Advyzon Investment Management LLC purchased a new stake in iShares S&P 500 Growth ETF in the fourth quarter valued at $420,000. River Street Advisors LLC boosted its holdings in iShares S&P 500 Growth ETF by 17.5% in the third quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock valued at $956,000 after purchasing an additional 1,483 shares during the last quarter. Encompass Wealth Advisors LLC grew its position in iShares S&P 500 Growth ETF by 2.0% during the 4th quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock worth $37,319,000 after purchasing an additional 7,349 shares during the period. Finally, Perigon Wealth Management LLC raised its stake in shares of iShares S&P 500 Growth ETF by 3.9% during the 4th quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock valued at $10,760,000 after buying an additional 3,942 shares during the last quarter.
iShares S&P 500 Growth ETF Stock Down 2.4 %
Shares of IVW stock opened at $103.43 on Friday. iShares S&P 500 Growth ETF has a 52-week low of $79.07 and a 52-week high of $107.14. The stock has a market cap of $57.71 billion, a PE ratio of 33.87 and a beta of 1.07. The business has a 50-day simple moving average of $104.04 and a 200-day simple moving average of $98.85.
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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