SWP Financial LLC Sells 472 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

SWP Financial LLC lowered its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 36,778 shares of the company’s stock after selling 472 shares during the quarter. iShares S&P 500 Growth ETF accounts for about 2.3% of SWP Financial LLC’s investment portfolio, making the stock its 11th biggest holding. SWP Financial LLC’s holdings in iShares S&P 500 Growth ETF were worth $3,734,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the business. Ascent Group LLC raised its position in iShares S&P 500 Growth ETF by 92.8% in the 2nd quarter. Ascent Group LLC now owns 187,819 shares of the company’s stock valued at $17,381,000 after buying an additional 90,424 shares during the last quarter. Buck Wealth Strategies LLC acquired a new position in shares of iShares S&P 500 Growth ETF during the 2nd quarter worth about $5,794,000. Creative Planning grew its holdings in shares of iShares S&P 500 Growth ETF by 0.5% in the 2nd quarter. Creative Planning now owns 490,439 shares of the company’s stock valued at $45,385,000 after acquiring an additional 2,437 shares in the last quarter. Silver Lake Advisory LLC bought a new stake in shares of iShares S&P 500 Growth ETF during the 2nd quarter worth approximately $325,000. Finally, Elevation Capital Advisory LLC acquired a new stake in iShares S&P 500 Growth ETF in the second quarter valued at $9,298,000.

iShares S&P 500 Growth ETF Stock Performance

Shares of NYSEARCA:IVW opened at $106.26 on Monday. The company has a 50-day simple moving average of $102.67 and a 200 day simple moving average of $97.06. The company has a market capitalization of $55.67 billion, a P/E ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 52-week low of $77.20 and a 52-week high of $107.14.

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.