iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Acquired by Lee Financial Co

Lee Financial Co raised its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 346,205 shares of the company’s stock after purchasing an additional 6,007 shares during the quarter. iShares S&P 500 Growth ETF accounts for approximately 4.9% of Lee Financial Co’s investment portfolio, making the stock its 5th biggest position. Lee Financial Co owned about 0.07% of iShares S&P 500 Growth ETF worth $35,150,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Strategic Financial Concepts LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 12.5% in the 4th quarter. Strategic Financial Concepts LLC now owns 4,714 shares of the company’s stock valued at $479,000 after purchasing an additional 525 shares in the last quarter. Principal Securities Inc. boosted its position in iShares S&P 500 Growth ETF by 4.7% in the fourth quarter. Principal Securities Inc. now owns 336,510 shares of the company’s stock valued at $34,166,000 after buying an additional 14,974 shares in the last quarter. Lakeridge Wealth Management LLC grew its stake in shares of iShares S&P 500 Growth ETF by 2.5% during the fourth quarter. Lakeridge Wealth Management LLC now owns 10,180 shares of the company’s stock worth $1,034,000 after buying an additional 250 shares during the last quarter. Montag A & Associates Inc. increased its holdings in shares of iShares S&P 500 Growth ETF by 2.5% during the fourth quarter. Montag A & Associates Inc. now owns 9,053 shares of the company’s stock worth $919,000 after buying an additional 218 shares in the last quarter. Finally, Roxbury Financial LLC bought a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter valued at $105,000.

iShares S&P 500 Growth ETF Stock Up 0.2 %

Shares of IVW stock opened at $106.63 on Friday. iShares S&P 500 Growth ETF has a twelve month low of $79.07 and a twelve month high of $107.14. The stock’s fifty day simple moving average is $103.85 and its 200 day simple moving average is $98.24. The firm has a market capitalization of $55.86 billion, a P/E ratio of 28.52 and a beta of 1.14.

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.