Planning Center Inc. Reduces Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Planning Center Inc. reduced its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 18.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,171 shares of the company’s stock after selling 1,866 shares during the period. Planning Center Inc.’s holdings in iShares S&P 500 Growth ETF were worth $830,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Dakota Wealth Management raised its stake in iShares S&P 500 Growth ETF by 1.2% during the 4th quarter. Dakota Wealth Management now owns 7,935 shares of the company’s stock worth $806,000 after acquiring an additional 97 shares during the period. waypoint wealth counsel increased its stake in shares of iShares S&P 500 Growth ETF by 0.4% in the fourth quarter. waypoint wealth counsel now owns 27,282 shares of the company’s stock worth $2,770,000 after purchasing an additional 99 shares in the last quarter. Gradient Investments LLC raised its position in shares of iShares S&P 500 Growth ETF by 2.7% during the 4th quarter. Gradient Investments LLC now owns 3,901 shares of the company’s stock valued at $396,000 after purchasing an additional 103 shares during the period. Boston Family Office LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 0.4% during the 3rd quarter. Boston Family Office LLC now owns 26,064 shares of the company’s stock valued at $2,496,000 after buying an additional 105 shares in the last quarter. Finally, Inspire Advisors LLC boosted its holdings in iShares S&P 500 Growth ETF by 4.4% in the 3rd quarter. Inspire Advisors LLC now owns 2,602 shares of the company’s stock worth $249,000 after buying an additional 109 shares during the period.

iShares S&P 500 Growth ETF Stock Up 2.0 %

NYSEARCA:IVW opened at $104.48 on Wednesday. The business’s 50-day simple moving average is $102.75 and its two-hundred day simple moving average is $97.11. iShares S&P 500 Growth ETF has a 52 week low of $77.20 and a 52 week high of $107.14. The stock has a market cap of $54.74 billion, a PE ratio of 28.52 and a beta of 1.14.

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.