iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Mosley Wealth Management’s 5th Largest Position

Mosley Wealth Management lifted its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 0.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 54,889 shares of the company’s stock after buying an additional 424 shares during the quarter. iShares S&P 500 Growth ETF makes up 3.5% of Mosley Wealth Management’s investment portfolio, making the stock its 5th largest position. Mosley Wealth Management’s holdings in iShares S&P 500 Growth ETF were worth $5,697,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Lakeshore Financial Planning Inc. grew its holdings in iShares S&P 500 Growth ETF by 31.7% in the fourth quarter. Lakeshore Financial Planning Inc. now owns 10,755 shares of the company’s stock valued at $1,092,000 after purchasing an additional 2,589 shares during the period. Oxford Financial Group LTD. LLC grew its holdings in iShares S&P 500 Growth ETF by 22.4% in the fourth quarter. Oxford Financial Group LTD. LLC now owns 38,261 shares of the company’s stock valued at $3,885,000 after purchasing an additional 6,995 shares during the period. Gutierrez Wealth Advisory LLC purchased a new stake in iShares S&P 500 Growth ETF in the fourth quarter valued at approximately $544,000. Lee Danner & Bass Inc. purchased a new stake in iShares S&P 500 Growth ETF in the fourth quarter valued at approximately $122,000. Finally, Absolute Capital Management LLC grew its holdings in iShares S&P 500 Growth ETF by 6.5% in the fourth quarter. Absolute Capital Management LLC now owns 18,424 shares of the company’s stock valued at $1,880,000 after purchasing an additional 1,129 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

iShares S&P 500 Growth ETF stock opened at $94.91 on Friday. iShares S&P 500 Growth ETF has a 1 year low of $79.07 and a 1 year high of $107.14. The firm has a 50 day moving average price of $101.47 and a 200 day moving average price of $99.66. The company has a market cap of $52.41 billion, a price-to-earnings ratio of 30.05 and a beta of 1.08.

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.