Triad Wealth Partners LLC lifted its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 20.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 210,875 shares of the company’s stock after buying an additional 36,492 shares during the quarter. iShares S&P 500 Growth ETF makes up about 3.3% of Triad Wealth Partners LLC’s holdings, making the stock its 4th biggest holding. Triad Wealth Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $25,457,000 at the end of the most recent quarter.
A number of other large investors also recently bought and sold shares of the business. Avidian Wealth Enterprises LLC grew its holdings in iShares S&P 500 Growth ETF by 17.9% in the third quarter. Avidian Wealth Enterprises LLC now owns 45,455 shares of the company’s stock worth $5,487,000 after purchasing an additional 6,913 shares during the period. Cornerstone Wealth Group LLC grew its stake in shares of iShares S&P 500 Growth ETF by 7.2% in the 3rd quarter. Cornerstone Wealth Group LLC now owns 12,658 shares of the company’s stock worth $1,528,000 after buying an additional 849 shares during the last quarter. Berkeley Inc bought a new position in iShares S&P 500 Growth ETF during the 3rd quarter valued at approximately $219,000. Arrow Investment Advisors LLC purchased a new position in iShares S&P 500 Growth ETF during the third quarter valued at $4,254,000. Finally, Waldron Private Wealth LLC purchased a new position in iShares S&P 500 Growth ETF during the third quarter valued at $237,000.
iShares S&P 500 Growth ETF Trading Up 1.0%
NYSEARCA IVW opened at $122.07 on Thursday. iShares S&P 500 Growth ETF has a 12 month low of $79.31 and a 12 month high of $126.61. The stock’s fifty day moving average price is $122.94 and its 200-day moving average price is $119.46. The stock has a market cap of $65.61 billion, a P/E ratio of 33.33 and a beta of 1.11.
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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