XML Financial LLC Boosts Position in iShares S&P 500 Growth ETF $IVW

XML Financial LLC boosted its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 22.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,680 shares of the company’s stock after buying an additional 8,246 shares during the quarter. XML Financial LLC’s holdings in iShares S&P 500 Growth ETF were worth $5,054,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. FARMERS & MERCHANTS TRUST Co OF LONG BEACH boosted its position in iShares S&P 500 Growth ETF by 19.9% in the 1st quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 13,270 shares of the company’s stock valued at $1,501,000 after buying an additional 2,200 shares during the period. Capital Advisors Ltd. LLC increased its position in shares of iShares S&P 500 Growth ETF by 0.4% during the first quarter. Capital Advisors Ltd. LLC now owns 156,640 shares of the company’s stock worth $17,718,000 after acquiring an additional 698 shares during the period. Brookstone Capital Management raised its stake in shares of iShares S&P 500 Growth ETF by 31.7% during the first quarter. Brookstone Capital Management now owns 312,365 shares of the company’s stock valued at $35,332,000 after acquiring an additional 75,198 shares in the last quarter. Southern Capital Advisors LLC raised its stake in shares of iShares S&P 500 Growth ETF by 1.0% during the first quarter. Southern Capital Advisors LLC now owns 33,611 shares of the company’s stock valued at $3,802,000 after acquiring an additional 319 shares in the last quarter. Finally, True Vision MN LLC raised its stake in shares of iShares S&P 500 Growth ETF by 13.3% during the first quarter. True Vision MN LLC now owns 84,840 shares of the company’s stock valued at $9,596,000 after acquiring an additional 9,974 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Performance

Shares of NYSEARCA IVW opened at $137.96 on Monday. The firm has a market capitalization of $74.77 billion, a price-to-earnings ratio of 33.33 and a beta of 1.17. The stock has a 50 day moving average price of $133.56 and a 200 day moving average price of $125.30. iShares S&P 500 Growth ETF has a 52-week low of $104.21 and a 52-week high of $141.98.

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. The Growth Index is a subset of the S&P 500 and consists of those stocks in the S&P 500 exhibiting the strongest growth characteristics.