Stone House Investment Management LLC Cuts Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)


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Stone House Investment Management LLC cut its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 57.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,085 shares of the company’s stock after selling 10,919 shares during the quarter. iShares S&P 500 Growth ETF accounts for 0.3% of Stone House Investment Management LLC’s investment portfolio, making the stock its 27th largest position. Stone House Investment Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $516,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the company. Ropes Wealth Advisors LLC increased its position in shares of iShares S&P 500 Growth ETF by 4.4% in the third quarter. Ropes Wealth Advisors LLC now owns 1,556 shares of the company’s stock valued at $360,000 after buying an additional 65 shares in the last quarter. JGP Wealth Management LLC increased its position in shares of iShares S&P 500 Growth ETF by 1.3% during the third quarter. JGP Wealth Management LLC now owns 5,701 shares of the company’s stock worth $1,335,000 after purchasing an additional 71 shares in the last quarter. Pinnacle Associates Ltd. raised its stake in iShares S&P 500 Growth ETF by 2.7% in the 2nd quarter. Pinnacle Associates Ltd. now owns 2,846 shares of the company’s stock valued at $591,000 after purchasing an additional 75 shares during the last quarter. SYM FINANCIAL Corp lifted its holdings in iShares S&P 500 Growth ETF by 23.4% in the 3rd quarter. SYM FINANCIAL Corp now owns 675 shares of the company’s stock valued at $156,000 after purchasing an additional 128 shares in the last quarter. Finally, Mission Wealth Management LP boosted its stake in iShares S&P 500 Growth ETF by 3.8% during the 3rd quarter. Mission Wealth Management LP now owns 3,674 shares of the company’s stock worth $849,000 after purchasing an additional 135 shares during the last quarter.

Shares of NYSEARCA IVW traded up $0.32 during mid-day trading on Wednesday, reaching $64.00. The company’s stock had a trading volume of 1,452,584 shares, compared to its average volume of 3,128,577. The stock has a 50-day moving average of $62.74 and a two-hundred day moving average of $61.36. iShares S&P 500 Growth ETF has a 1-year low of $35.21 and a 1-year high of $64.79.

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.

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Institutional Ownership by Quarter for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

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