iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Stokes Family Office LLC’s 8th Largest Position

Stokes Family Office LLC increased its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 121.2% during the first quarter, according to its most recent filing with the SEC. The fund owned 215,033 shares of the company’s stock after buying an additional 117,837 shares during the quarter. iShares S&P 500 Growth ETF accounts for approximately 2.3% of Stokes Family Office LLC’s portfolio, making the stock its 8th largest holding. Stokes Family Office LLC’s holdings in iShares S&P 500 Growth ETF were worth $18,157,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Financial Connections Group Inc. purchased a new position in shares of iShares S&P 500 Growth ETF during the 4th quarter valued at $28,000. Goodwin Investment Advisory bought a new position in iShares S&P 500 Growth ETF during the fourth quarter worth about $29,000. Life Planning Partners Inc bought a new stake in shares of iShares S&P 500 Growth ETF in the fourth quarter valued at approximately $32,000. Northwest Financial Advisors purchased a new stake in shares of iShares S&P 500 Growth ETF during the 4th quarter valued at approximately $38,000. Finally, Ruedi Wealth Management Inc. boosted its holdings in iShares S&P 500 Growth ETF by 1,361.4% in the 4th quarter. Ruedi Wealth Management Inc. now owns 643 shares of the company’s stock worth $48,000 after buying an additional 599 shares during the period.

iShares S&P 500 Growth ETF Trading Up 0.6 %

Shares of NYSEARCA IVW traded up $0.57 during mid-day trading on Friday, hitting $95.76. The company had a trading volume of 3,577,073 shares, compared to its average volume of 3,322,601. The stock’s 50-day moving average price is $89.76 and its 200-day moving average price is $83.77. The company has a market capitalization of $50.17 billion, a price-to-earnings ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 1 year low of $65.53 and a 1 year high of $97.22.

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.