Iams Wealth Management LLC Has $2.79 Million Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Iams Wealth Management LLC lifted its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 26.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 27,474 shares of the company’s stock after buying an additional 5,707 shares during the quarter. iShares S&P 500 Growth ETF comprises approximately 1.3% of Iams Wealth Management LLC’s holdings, making the stock its 17th largest position. Iams Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $2,789,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Davis Capital Management raised its stake in shares of iShares S&P 500 Growth ETF by 78.4% in the 3rd quarter. Davis Capital Management now owns 412 shares of the company’s stock valued at $39,000 after buying an additional 181 shares in the last quarter. Hantz Financial Services Inc. bought a new stake in shares of iShares S&P 500 Growth ETF in the 4th quarter worth about $40,000. Element Wealth LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 31.1% in the 3rd quarter. Element Wealth LLC now owns 577 shares of the company’s stock worth $55,000 after purchasing an additional 137 shares during the last quarter. Valued Wealth Advisors LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 160.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 601 shares of the company’s stock worth $58,000 after purchasing an additional 370 shares during the last quarter. Finally, Copley Financial Group Inc. bought a new stake in shares of iShares S&P 500 Growth ETF in the 3rd quarter worth about $64,000.

iShares S&P 500 Growth ETF Stock Performance

IVW opened at $104.06 on Wednesday. The firm’s 50-day simple moving average is $102.84 and its 200-day simple moving average is $97.17. iShares S&P 500 Growth ETF has a twelve month low of $77.20 and a twelve month high of $107.14. The firm has a market cap of $54.51 billion, a price-to-earnings ratio of 28.52 and a beta of 1.14.

iShares S&P 500 Growth ETF 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.