Patriot Financial Group Insurance Agency LLC Increases Stake in iShares S&P 500 Growth ETF $IVW

Patriot Financial Group Insurance Agency LLC grew its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 107.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 118,906 shares of the company’s stock after purchasing an additional 61,614 shares during the quarter. iShares S&P 500 Growth ETF makes up about 0.8% of Patriot Financial Group Insurance Agency LLC’s portfolio, making the stock its 23rd biggest holding. Patriot Financial Group Insurance Agency LLC’s holdings in iShares S&P 500 Growth ETF were worth $13,450,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Janney Montgomery Scott LLC raised its position in shares of iShares S&P 500 Growth ETF by 9.6% in the first quarter. Janney Montgomery Scott LLC now owns 2,416,574 shares of the company’s stock valued at $273,339,000 after buying an additional 211,952 shares during the last quarter. Midwest Financial Group LLC boosted its position in iShares S&P 500 Growth ETF by 3.4% during the first quarter. Midwest Financial Group LLC now owns 117,595 shares of the company’s stock worth $13,301,000 after acquiring an additional 3,837 shares during the last quarter. BKM Wealth Management LLC boosted its position in iShares S&P 500 Growth ETF by 1.7% during the first quarter. BKM Wealth Management LLC now owns 93,092 shares of the company’s stock worth $10,530,000 after acquiring an additional 1,572 shares during the last quarter. Trilogy Capital Inc. grew its stake in iShares S&P 500 Growth ETF by 24.8% during the 1st quarter. Trilogy Capital Inc. now owns 5,193 shares of the company’s stock valued at $587,000 after acquiring an additional 1,033 shares in the last quarter. Finally, FWG Investments LLC. grew its stake in iShares S&P 500 Growth ETF by 30.2% during the 1st quarter. FWG Investments LLC. now owns 15,521 shares of the company’s stock valued at $1,756,000 after acquiring an additional 3,598 shares in the last quarter.

iShares S&P 500 Growth ETF Trading Down 0.7%

IVW stock opened at $132.58 on Friday. The firm has a 50-day moving average of $134.68 and a two-hundred day moving average of $125.64. iShares S&P 500 Growth ETF has a 12 month low of $108.13 and a 12 month high of $141.98. The company has a market cap of $71.85 billion, a price-to-earnings ratio of 33.33 and a beta of 1.17.

iShares S&P 500 Growth ETF 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. 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.