Dynasty Wealth Management LLC Has $41.25 Million Holdings in iShares S&P 500 Growth ETF $IVW

Dynasty Wealth Management LLC increased its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 6.0% during the fourth quarter, Holdings Channel reports. The fund owned 334,681 shares of the company’s stock after purchasing an additional 19,012 shares during the period. Dynasty Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $41,253,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of IVW. Valpey Financial Services LLC grew its position in iShares S&P 500 Growth ETF by 11,889.3% during the 4th quarter. Valpey Financial Services LLC now owns 712,286 shares of the company’s stock worth $87,796,000 after acquiring an additional 706,345 shares during the last quarter. AlphaCore Capital LLC grew its position in iShares S&P 500 Growth ETF by 522.0% during the 4th quarter. AlphaCore Capital LLC now owns 299,535 shares of the company’s stock worth $36,921,000 after acquiring an additional 251,375 shares during the last quarter. Lido Advisors LLC grew its position in iShares S&P 500 Growth ETF by 6.5% during the 3rd quarter. Lido Advisors LLC now owns 3,639,449 shares of the company’s stock worth $439,354,000 after acquiring an additional 221,311 shares during the last quarter. Sofi Wealth LLC grew its position in iShares S&P 500 Growth ETF by 10.4% during the 4th quarter. Sofi Wealth LLC now owns 2,104,088 shares of the company’s stock worth $259,350,000 after acquiring an additional 198,832 shares during the last quarter. Finally, Vestmark Advisory Solutions Inc. grew its position in iShares S&P 500 Growth ETF by 231.7% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 273,381 shares of the company’s stock worth $33,003,000 after acquiring an additional 190,970 shares during the last quarter.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA IVW opened at $141.38 on Wednesday. The firm has a market cap of $76.62 billion, a PE ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a one year low of $104.02 and a one year high of $141.98. The stock’s 50 day simple moving average is $127.21 and its 200 day simple moving average is $123.77.

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.