Hoxton Planning & Management LLC Raises Position in iShares S&P 500 Growth ETF $IVW

Hoxton Planning & Management LLC lifted its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 8.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 50,975 shares of the company’s stock after acquiring an additional 3,967 shares during the quarter. iShares S&P 500 Growth ETF accounts for approximately 1.7% of Hoxton Planning & Management LLC’s portfolio, making the stock its 14th largest holding. Hoxton Planning & Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $5,766,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Focus Partners Wealth boosted its holdings in iShares S&P 500 Growth ETF by 81.0% in the 4th quarter. Focus Partners Wealth now owns 1,920,546 shares of the company’s stock valued at $236,725,000 after purchasing an additional 859,584 shares in the last quarter. Valpey Financial Services LLC increased 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 purchasing an additional 706,345 shares during the period. Align Financial LLC purchased a new position in shares of iShares S&P 500 Growth ETF during the 4th quarter worth approximately $49,180,000. MML Investors Services LLC raised its stake in shares of iShares S&P 500 Growth ETF by 10.9% during the 4th quarter. MML Investors Services LLC now owns 3,645,204 shares of the company’s stock worth $449,308,000 after buying an additional 358,496 shares in the last quarter. Finally, LPL Financial LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 1.8% in the 4th quarter. LPL Financial LLC now owns 19,816,481 shares of the company’s stock valued at $2,442,579,000 after buying an additional 357,495 shares during the period.

iShares S&P 500 Growth ETF Price Performance

iShares S&P 500 Growth ETF stock opened at $133.36 on Thursday. iShares S&P 500 Growth ETF has a 1-year low of $107.57 and a 1-year high of $141.98. The company has a market cap of $72.27 billion, a PE ratio of 33.33 and a beta of 1.17. The stock’s 50 day moving average price is $134.38 and its 200 day moving average price is $125.53.

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.