iShares S&P 500 Growth ETF (NYSEARCA:IVW) Stock Position Lessened by Wealth Alliance

Wealth Alliance trimmed its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 2.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 231,942 shares of the company’s stock after selling 4,739 shares during the period. iShares S&P 500 Growth ETF comprises approximately 2.8% of Wealth Alliance’s holdings, making the stock its 3rd biggest holding. Wealth Alliance’s holdings in iShares S&P 500 Growth ETF were worth $23,549,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. LMG Wealth Partners LLC increased its position in iShares S&P 500 Growth ETF by 0.3% during the fourth quarter. LMG Wealth Partners LLC now owns 341,616 shares of the company’s stock worth $34,684,000 after buying an additional 1,112 shares in the last quarter. Freedom Day Solutions LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 3.5% during the fourth quarter. Freedom Day Solutions LLC now owns 3,273 shares of the company’s stock valued at $332,000 after acquiring an additional 110 shares during the last quarter. Private Advisor Group LLC increased its position in iShares S&P 500 Growth ETF by 0.6% during the 4th quarter. Private Advisor Group LLC now owns 584,514 shares of the company’s stock worth $59,346,000 after purchasing an additional 3,687 shares in the last quarter. Gimbal Financial raised its stake in iShares S&P 500 Growth ETF by 3.9% in the 4th quarter. Gimbal Financial now owns 62,408 shares of the company’s stock valued at $6,336,000 after purchasing an additional 2,346 shares during the last quarter. Finally, Semus Wealth Partners LLC lifted its holdings in iShares S&P 500 Growth ETF by 8.4% in the 4th quarter. Semus Wealth Partners LLC now owns 10,765 shares of the company’s stock valued at $1,093,000 after purchasing an additional 836 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

Shares of NYSEARCA IVW opened at $106.69 on Thursday. The company has a 50-day simple moving average of $104.02 and a 200-day simple moving average of $98.67. The company has a market cap of $59.53 billion, a PE ratio of 33.87 and a beta of 1.07. iShares S&P 500 Growth ETF has a 12 month low of $79.07 and a 12 month high of $107.14.

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.