Bernardo Wealth Planning LLC Increases Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Bernardo Wealth Planning LLC raised its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 0.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,241 shares of the company’s stock after purchasing an additional 183 shares during the quarter. iShares S&P 500 Growth ETF makes up about 0.6% of Bernardo Wealth Planning LLC’s holdings, making the stock its 28th biggest holding. Bernardo Wealth Planning LLC’s holdings in iShares S&P 500 Growth ETF were worth $2,449,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the stock. CarsonAllaria Wealth Management Ltd. raised its stake in iShares S&P 500 Growth ETF by 45.5% in the first quarter. CarsonAllaria Wealth Management Ltd. now owns 400 shares of the company’s stock worth $34,000 after buying an additional 125 shares in the last quarter. 1620 Investment Advisors Inc. bought a new position in shares of iShares S&P 500 Growth ETF in the 2nd quarter worth approximately $34,000. Financial Connections Group Inc. purchased a new position in shares of iShares S&P 500 Growth ETF in the 2nd quarter valued at approximately $35,000. GPS Wealth Strategies Group LLC boosted its position in shares of iShares S&P 500 Growth ETF by 91.3% during the second quarter. GPS Wealth Strategies Group LLC now owns 417 shares of the company’s stock valued at $39,000 after purchasing an additional 199 shares in the last quarter. Finally, Davis Capital Management boosted its position in shares of iShares S&P 500 Growth ETF by 78.4% during the third quarter. Davis Capital Management now owns 412 shares of the company’s stock valued at $39,000 after purchasing an additional 181 shares in the last quarter.

iShares S&P 500 Growth ETF Trading Up 0.5 %

IVW opened at $97.52 on Friday. The company has a market cap of $51.09 billion, a price-to-earnings ratio of 28.52 and a beta of 1.14. The stock has a fifty day simple moving average of $93.72 and a two-hundred day simple moving average of $90.12. iShares S&P 500 Growth ETF has a 12-month low of $65.53 and a 12-month high of $98.05.

About iShares S&P 500 Growth ETF

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.