JMG Financial Group Ltd. Has $771,000 Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

JMG Financial Group Ltd. lessened its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 68.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,263 shares of the company’s stock after selling 21,942 shares during the quarter. JMG Financial Group Ltd.’s holdings in iShares S&P 500 Growth ETF were worth $771,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Nicolet Advisory Services LLC grew its position in shares of iShares S&P 500 Growth ETF by 2.0% in the third quarter. Nicolet Advisory Services LLC now owns 7,575 shares of the company’s stock valued at $518,000 after purchasing an additional 152 shares during the last quarter. Gallagher Fiduciary Advisors LLC grew its position in iShares S&P 500 Growth ETF by 4.5% during the third quarter. Gallagher Fiduciary Advisors LLC now owns 3,526 shares of the company’s stock worth $241,000 after buying an additional 153 shares in the last quarter. Allen Capital Group LLC grew its position in iShares S&P 500 Growth ETF by 4.7% during the fourth quarter. Allen Capital Group LLC now owns 3,421 shares of the company’s stock worth $257,000 after buying an additional 155 shares in the last quarter. Lake Street Financial LLC grew its position in iShares S&P 500 Growth ETF by 4.6% during the third quarter. Lake Street Financial LLC now owns 3,710 shares of the company’s stock worth $255,000 after buying an additional 163 shares in the last quarter. Finally, Baron Wealth Management LLC grew its position in iShares S&P 500 Growth ETF by 0.6% during the fourth quarter. Baron Wealth Management LLC now owns 31,276 shares of the company’s stock worth $2,349,000 after buying an additional 173 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA:IVW traded down $1.50 during trading hours on Thursday, reaching $79.91. 188,689 shares of the company were exchanged, compared to its average volume of 3,599,244. The business has a 50 day moving average of $83.01 and a 200 day moving average of $76.91. iShares S&P 500 Growth ETF has a 1-year low of $63.10 and a 1-year high of $85.56. The company has a market capitalization of $41.73 billion, a P/E ratio of 27.41 and a beta of 1.12.

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.