iShares S&P 500 Growth ETF $IVW is Detalus Advisors LLC’s 2nd Largest Position

Detalus Advisors LLC grew its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 4.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 236,333 shares of the company’s stock after purchasing an additional 9,613 shares during the quarter. iShares S&P 500 Growth ETF makes up approximately 7.1% of Detalus Advisors LLC’s investment portfolio, making the stock its 2nd largest position. Detalus Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $29,130,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Little House Capital LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 2.0% during the third quarter. Little House Capital LLC now owns 3,993 shares of the company’s stock valued at $482,000 after purchasing an additional 80 shares during the period. Wingate Wealth Advisors Inc. lifted its stake in iShares S&P 500 Growth ETF by 3.5% in the third quarter. Wingate Wealth Advisors Inc. now owns 2,488 shares of the company’s stock worth $300,000 after acquiring an additional 83 shares during the period. Smith Moore & CO. lifted its stake in iShares S&P 500 Growth ETF by 2.9% in the third quarter. Smith Moore & CO. now owns 3,021 shares of the company’s stock worth $365,000 after acquiring an additional 85 shares during the period. Frazier Financial Advisors LLC lifted its stake in iShares S&P 500 Growth ETF by 11.4% in the third quarter. Frazier Financial Advisors LLC now owns 843 shares of the company’s stock worth $102,000 after acquiring an additional 86 shares during the period. Finally, Gerber Kawasaki Wealth & Investment Management lifted its stake in iShares S&P 500 Growth ETF by 0.7% in the third quarter. Gerber Kawasaki Wealth & Investment Management now owns 11,647 shares of the company’s stock worth $1,406,000 after acquiring an additional 86 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA:IVW opened at $134.09 on Friday. iShares S&P 500 Growth ETF has a one year low of $96.48 and a one year high of $135.37. The firm has a market cap of $72.67 billion, a P/E ratio of 33.33 and a beta of 1.17. The firm has a 50-day simple moving average of $120.95 and a 200-day simple moving average of $122.08.

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. 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.