Congress Wealth Management LLC DE Increases Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Congress Wealth Management LLC DE boosted its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 104.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,257 shares of the company’s stock after buying an additional 6,258 shares during the quarter. Congress Wealth Management LLC DE’s holdings in iShares S&P 500 Growth ETF were worth $1,244,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Strategic Financial Concepts LLC increased its holdings in shares of iShares S&P 500 Growth ETF by 10,066.9% in the fourth quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock worth $479,000 after buying an additional 421,703 shares during the period. Advyzon Investment Management LLC purchased a new position in iShares S&P 500 Growth ETF in the 4th quarter worth approximately $420,000. Encompass Wealth Advisors LLC lifted its position in iShares S&P 500 Growth ETF by 2.0% in the fourth quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock valued at $37,319,000 after purchasing an additional 7,349 shares during the last quarter. Perigon Wealth Management LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 3.9% during the fourth quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock valued at $10,760,000 after purchasing an additional 3,942 shares during the period. Finally, Amundi grew its holdings in shares of iShares S&P 500 Growth ETF by 464.0% in the fourth quarter. Amundi now owns 13,711 shares of the company’s stock worth $1,392,000 after purchasing an additional 11,280 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Down 0.7 %

Shares of NYSEARCA IVW opened at $94.86 on Friday. The company has a market cap of $52.22 billion, a price-to-earnings ratio of 30.22 and a beta of 1.08. The firm’s fifty day moving average is $101.04 and its 200 day moving average is $99.77. iShares S&P 500 Growth ETF has a 52 week low of $79.07 and a 52 week high of $107.14.

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.