iShares S&P 500 Growth ETF $IVW Shares Acquired by WealthShield Partners LLC

WealthShield Partners LLC increased its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 5.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 154,912 shares of the company’s stock after buying an additional 7,701 shares during the quarter. iShares S&P 500 Growth ETF comprises about 2.0% of WealthShield Partners LLC’s holdings, making the stock its 5th largest position. WealthShield Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $17,522,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Proactive Wealth Strategies LLC lifted its position in iShares S&P 500 Growth ETF by 1.0% during the 4th quarter. Proactive Wealth Strategies LLC now owns 8,817 shares of the company’s stock worth $1,087,000 after acquiring an additional 86 shares during the period. Ignite Planners LLC grew its stake in shares of iShares S&P 500 Growth ETF by 4.7% in the 4th quarter. Ignite Planners LLC now owns 1,948 shares of the company’s stock valued at $241,000 after purchasing an additional 88 shares during the last quarter. First National Bank & Trust Co. of Newtown increased its holdings in shares of iShares S&P 500 Growth ETF by 1.3% in the fourth quarter. First National Bank & Trust Co. of Newtown now owns 7,859 shares of the company’s stock valued at $969,000 after purchasing an additional 100 shares during the period. Atticus Wealth Management LLC raised its stake in shares of 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 purchasing an additional 101 shares during the last quarter. Finally, Fifth Third Wealth Advisors LLC raised its stake in shares of iShares S&P 500 Growth ETF by 2.2% during the fourth quarter. Fifth Third Wealth Advisors LLC now owns 4,749 shares of the company’s stock worth $585,000 after purchasing an additional 103 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Up 0.6%

Shares of NYSEARCA IVW traded up $0.82 during mid-day trading on Friday, hitting $138.59. 1,005,223 shares of the company were exchanged, compared to its average volume of 3,851,213. The stock has a 50 day simple moving average of $136.32 and a 200-day simple moving average of $126.62. iShares S&P 500 Growth ETF has a 1-year low of $108.13 and a 1-year high of $141.98. The firm has a market cap of $75.49 billion, a price-to-earnings ratio of 33.33 and a beta of 1.17.

iShares S&P 500 Growth ETF Company 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.