WealthShield Partners LLC boosted its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 5.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 154,912 shares of the company’s stock after acquiring an additional 7,701 shares during the period. iShares S&P 500 Growth ETF comprises approximately 2.0% of WealthShield Partners LLC’s portfolio, making the stock its 5th largest position. WealthShield Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $17,522,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of the stock. Proactive Wealth Strategies LLC increased its position in shares of iShares S&P 500 Growth ETF by 1.0% during the fourth quarter. Proactive Wealth Strategies LLC now owns 8,817 shares of the company’s stock worth $1,087,000 after purchasing an additional 86 shares in the last quarter. Ignite Planners LLC grew its stake in iShares S&P 500 Growth ETF by 4.7% during the 4th quarter. Ignite Planners LLC now owns 1,948 shares of the company’s stock worth $241,000 after buying an additional 88 shares during the last quarter. First National Bank & Trust Co. of Newtown grew its stake in iShares S&P 500 Growth ETF by 1.3% during the 4th quarter. First National Bank & Trust Co. of Newtown now owns 7,859 shares of the company’s stock worth $969,000 after buying an additional 100 shares during the last quarter. Atticus Wealth Management LLC increased its position in iShares S&P 500 Growth ETF by 1.2% during the fourth quarter. Atticus Wealth Management LLC now owns 8,827 shares of the company’s stock worth $1,088,000 after buying an additional 101 shares during the period. Finally, Fifth Third Wealth Advisors LLC lifted its stake in iShares S&P 500 Growth ETF by 2.2% in the fourth quarter. Fifth Third Wealth Advisors LLC now owns 4,749 shares of the company’s stock valued at $585,000 after buying an additional 103 shares during the last quarter.
iShares S&P 500 Growth ETF Stock Performance
NYSEARCA IVW traded up $0.82 on Friday, reaching $138.59. The stock had a trading volume of 1,005,223 shares, compared to its average volume of 3,851,213. The stock has a market cap of $75.49 billion, a P/E ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 12-month low of $108.13 and a 12-month high of $141.98. The business’s 50-day moving average price is $136.32 and its 200 day moving average price is $126.62.
About iShares S&P 500 Growth ETF
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.
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