iShares S&P 500 Growth ETF $IVW is Core Wealth Advisors LLC’s 5th Largest Position

Core Wealth Advisors LLC lifted its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 7.4% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 70,284 shares of the company’s stock after purchasing an additional 4,872 shares during the quarter. iShares S&P 500 Growth ETF accounts for about 6.1% of Core Wealth Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Core Wealth Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $7,950,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the stock. Morgan Stanley lifted its stake in iShares S&P 500 Growth ETF by 0.6% during the fourth quarter. Morgan Stanley now owns 33,646,152 shares of the company’s stock valued at $4,147,225,000 after buying an additional 186,391 shares in the last quarter. LPL Financial LLC increased its position in shares of iShares S&P 500 Growth ETF by 1.8% in the fourth quarter. LPL Financial LLC now owns 19,816,481 shares of the company’s stock worth $2,442,579,000 after acquiring an additional 357,495 shares in the last quarter. Wells Fargo & Company MN increased its position in shares of iShares S&P 500 Growth ETF by 0.5% in the fourth quarter. Wells Fargo & Company MN now owns 15,021,156 shares of the company’s stock worth $1,851,508,000 after acquiring an additional 80,216 shares in the last quarter. UBS Group AG increased its position in shares of iShares S&P 500 Growth ETF by 0.9% in the third quarter. UBS Group AG now owns 8,911,282 shares of the company’s stock worth $1,075,770,000 after acquiring an additional 76,602 shares in the last quarter. Finally, Cetera Investment Advisers raised its holdings in shares of iShares S&P 500 Growth ETF by 3.4% during the fourth quarter. Cetera Investment Advisers now owns 4,509,307 shares of the company’s stock valued at $555,817,000 after acquiring an additional 146,739 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

Shares of NYSEARCA:IVW opened at $135.41 on Friday. The company has a market cap of $73.80 billion, a PE ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 52 week low of $108.13 and a 52 week high of $141.98. The firm has a 50 day simple moving average of $135.53 and a 200 day simple moving average of $126.07.

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.