iShares S&P 500 Growth ETF $IVW Shares Bought by Simplicity Wealth LLC

Simplicity Wealth LLC boosted its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 50.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 133,979 shares of the company’s stock after buying an additional 45,102 shares during the period. Simplicity Wealth LLC’s holdings in iShares S&P 500 Growth ETF were worth $19,060,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Sowell Financial Services LLC raised its holdings in shares of iShares S&P 500 Growth ETF by 4.4% during the 3rd quarter. Sowell Financial Services LLC now owns 51,584 shares of the company’s stock worth $7,338,000 after acquiring an additional 2,179 shares during the period. Gibbs Wealth Management purchased a new stake in shares of iShares S&P 500 Growth ETF in the third quarter valued at about $519,000. Lantern Wealth Advisors LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 4.3% in the third quarter. Lantern Wealth Advisors LLC now owns 13,924 shares of the company’s stock valued at $1,981,000 after purchasing an additional 580 shares during the period. Gibson Capital LLC purchased a new stake in shares of iShares S&P 500 Growth ETF in the third quarter valued at about $1,253,000. Finally, Wedbush Securities Inc. increased its position in iShares S&P 500 Growth ETF by 69.8% during the third quarter. Wedbush Securities Inc. now owns 28,673 shares of the company’s stock worth $4,079,000 after purchasing an additional 11,783 shares during the last quarter.

iShares S&P 500 Growth ETF Trading Down 0.5%

iShares S&P 500 Growth ETF stock opened at $136.48 on Friday. The company has a 50-day moving average price of $140.85 and a 200 day moving average price of $136.64. iShares S&P 500 Growth ETF has a 12-month low of $108.13 and a 12-month high of $146.83. The stock has a market cap of $75.50 billion, a P/E 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.