Fortress Financial Group LLC purchased a new stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 10,215 shares of the company’s stock, valued at approximately $1,037,000. iShares S&P 500 Growth ETF comprises approximately 1.0% of Fortress Financial Group LLC’s holdings, making the stock its 21st largest position.
A number of other institutional investors have also recently made changes to their positions in the stock. Allspring Global Investments Holdings LLC raised its stake in iShares S&P 500 Growth ETF by 35,928.6% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 2,522 shares of the company’s stock worth $241,000 after buying an additional 2,515 shares during the period. Evermay Wealth Management LLC lifted its holdings in iShares S&P 500 Growth ETF by 22.5% during the third quarter. Evermay Wealth Management LLC now owns 1,998 shares of the company’s stock valued at $191,000 after purchasing an additional 367 shares during the last quarter. Diversify Wealth Management LLC grew its position in shares of iShares S&P 500 Growth ETF by 64.0% in the third quarter. Diversify Wealth Management LLC now owns 4,462 shares of the company’s stock valued at $430,000 after purchasing an additional 1,741 shares in the last quarter. JFS Wealth Advisors LLC raised its holdings in shares of iShares S&P 500 Growth ETF by 4.5% in the 3rd quarter. JFS Wealth Advisors LLC now owns 176,069 shares of the company’s stock valued at $16,859,000 after acquiring an additional 7,620 shares in the last quarter. Finally, Fiducient Advisors LLC raised its position in iShares S&P 500 Growth ETF by 2.5% during the third quarter. Fiducient Advisors LLC now owns 15,618 shares of the company’s stock valued at $1,495,000 after purchasing an additional 381 shares in the last quarter.
iShares S&P 500 Growth ETF Stock Down 2.6 %
iShares S&P 500 Growth ETF stock opened at $99.34 on Friday. The firm has a fifty day simple moving average of $103.86 and a two-hundred day simple moving average of $99.26. iShares S&P 500 Growth ETF has a twelve month low of $79.07 and a twelve month high of $107.14. The company has a market capitalization of $55.43 billion, a PE ratio of 33.87 and a beta of 1.07.
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.
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