iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Liberty Wealth Management LLC’s 6th Largest Position

Liberty Wealth Management LLC cut its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVWFree Report) by 74.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 237,778 shares of the company’s stock after selling 684,897 shares during the period. iShares S&P 500 Growth ETF accounts for 3.9% of Liberty Wealth Management LLC’s portfolio, making the stock its 6th biggest position. Liberty Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $22,767,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IVW. Foster Victor Wealth Advisors LLC bought a new stake in iShares S&P 500 Growth ETF during the 2nd quarter valued at approximately $226,000. FineMark National Bank & Trust lifted its stake in shares of iShares S&P 500 Growth ETF by 4.8% in the 2nd quarter. FineMark National Bank & Trust now owns 71,052 shares of the company’s stock valued at $6,575,000 after purchasing an additional 3,279 shares during the period. Choreo LLC boosted its position in shares of iShares S&P 500 Growth ETF by 13.8% during the second quarter. Choreo LLC now owns 506,741 shares of the company’s stock valued at $47,239,000 after purchasing an additional 61,420 shares in the last quarter. Adaptive Financial Consulting LLC grew its stake in iShares S&P 500 Growth ETF by 1.2% in the second quarter. Adaptive Financial Consulting LLC now owns 195,869 shares of the company’s stock worth $18,126,000 after purchasing an additional 2,383 shares during the period. Finally, MainStreet Investment Advisors LLC raised its holdings in iShares S&P 500 Growth ETF by 21.2% in the second quarter. MainStreet Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $466,000 after purchasing an additional 880 shares in the last quarter.

iShares S&P 500 Growth ETF Trading Up 0.3 %

Shares of iShares S&P 500 Growth ETF stock opened at $101.14 on Friday. The business has a fifty day simple moving average of $95.27 and a two-hundred day simple moving average of $91.62. The firm has a market capitalization of $52.99 billion, a P/E ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 12 month low of $69.67 and a 12 month high of $101.36.

iShares S&P 500 Growth ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

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