Barrett & Company Inc. Has $15.83 Million Position in iShares S&P 500 Growth ETF $IVW

Barrett & Company Inc. grew its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 12.8% in the 2nd quarter, HoldingsChannel reports. The firm owned 143,761 shares of the company’s stock after buying an additional 16,359 shares during the quarter. iShares S&P 500 Growth ETF comprises approximately 5.9% of Barrett & Company Inc.’s holdings, making the stock its 2nd largest holding. Barrett & Company Inc.’s holdings in iShares S&P 500 Growth ETF were worth $15,828,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Envestnet Asset Management Inc. grew its position in shares of iShares S&P 500 Growth ETF by 5.1% in the 1st quarter. Envestnet Asset Management Inc. now owns 48,079,544 shares of the company’s stock worth $4,463,224,000 after buying an additional 2,350,072 shares during the last quarter. Sofi Wealth LLC grew its position in shares of iShares S&P 500 Growth ETF by 4,023.6% in the 1st quarter. Sofi Wealth LLC now owns 1,857,008 shares of the company’s stock worth $172,386,000 after buying an additional 1,811,974 shares during the last quarter. Liberty Wealth Management LLC grew its position in shares of iShares S&P 500 Growth ETF by 489.6% in the 1st quarter. Liberty Wealth Management LLC now owns 1,363,876 shares of the company’s stock worth $126,609,000 after buying an additional 1,132,541 shares during the last quarter. LPL Financial LLC grew its position in shares of iShares S&P 500 Growth ETF by 5.5% in the 1st quarter. LPL Financial LLC now owns 18,929,345 shares of the company’s stock worth $1,757,211,000 after buying an additional 988,955 shares during the last quarter. Finally, Pinkerton Retirement Specialists LLC grew its position in shares of iShares S&P 500 Growth ETF by 192.5% in the 1st quarter. Pinkerton Retirement Specialists LLC now owns 1,135,349 shares of the company’s stock worth $105,394,000 after buying an additional 747,194 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Down 0.3%

Shares of iShares S&P 500 Growth ETF stock opened at $121.06 on Friday. The firm’s 50 day moving average price is $116.68 and its 200-day moving average price is $106.29. iShares S&P 500 Growth ETF has a 52-week low of $79.31 and a 52-week high of $121.92. The company has a market cap of $66.00 billion, a P/E ratio of 33.33 and a beta of 1.05.

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.