Sterling Financial Planning Inc. Cuts Holdings in iShares S&P 500 Growth ETF $IVW

Sterling Financial Planning Inc. lowered its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 4.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 148,099 shares of the company’s stock after selling 7,441 shares during the quarter. iShares S&P 500 Growth ETF comprises about 5.6% of Sterling Financial Planning Inc.’s portfolio, making the stock its 3rd biggest holding. Sterling Financial Planning Inc.’s holdings in iShares S&P 500 Growth ETF were worth $17,879,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of the stock. Flaharty Asset Management LLC acquired a new stake in shares of iShares S&P 500 Growth ETF in the 1st quarter worth approximately $26,000. Davis Capital Management bought a new stake in iShares S&P 500 Growth ETF during the third quarter worth approximately $28,000. Darwin Wealth Management LLC acquired a new stake in iShares S&P 500 Growth ETF in the second quarter worth approximately $30,000. Ryan Investment Management Inc. bought a new position in iShares S&P 500 Growth ETF during the 2nd quarter valued at $36,000. Finally, Financial Consulate Inc. acquired a new position in shares of iShares S&P 500 Growth ETF during the 3rd quarter valued at $41,000.

iShares S&P 500 Growth ETF Stock Up 0.8%

Shares of iShares S&P 500 Growth ETF stock opened at $124.66 on Friday. The firm has a market cap of $67.34 billion, a price-to-earnings ratio of 33.33 and a beta of 1.11. The business has a fifty day simple moving average of $122.93 and a 200-day simple moving average of $118.61. iShares S&P 500 Growth ETF has a fifty-two week low of $79.31 and a fifty-two week high of $126.61.

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. 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.