iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Sold by Charter Oak Capital Management LLC

Charter Oak Capital Management LLC reduced its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 2.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 71,925 shares of the company’s stock after selling 1,523 shares during the quarter. iShares S&P 500 Growth ETF comprises 0.7% of Charter Oak Capital Management LLC’s portfolio, making the stock its 18th largest holding. Charter Oak Capital Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $7,303,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. FSC Wealth Advisors LLC grew its holdings in iShares S&P 500 Growth ETF by 2.8% during the fourth quarter. FSC Wealth Advisors LLC now owns 38,838 shares of the company’s stock worth $3,943,000 after acquiring an additional 1,072 shares during the period. Greenup Street Wealth Management LLC boosted its position in shares of iShares S&P 500 Growth ETF by 10.4% during the 4th quarter. Greenup Street Wealth Management LLC now owns 55,873 shares of the company’s stock valued at $5,673,000 after purchasing an additional 5,272 shares in the last quarter. Foundations Investment Advisors LLC grew its stake in shares of iShares S&P 500 Growth ETF by 1.0% in the 4th quarter. Foundations Investment Advisors LLC now owns 1,444,022 shares of the company’s stock worth $146,612,000 after purchasing an additional 14,896 shares during the last quarter. West Wealth Group LLC raised its holdings in shares of iShares S&P 500 Growth ETF by 4.4% in the 4th quarter. West Wealth Group LLC now owns 534,688 shares of the company’s stock worth $54,287,000 after purchasing an additional 22,711 shares in the last quarter. Finally, Valued Wealth Advisors LLC lifted its stake in iShares S&P 500 Growth ETF by 391.8% during the fourth quarter. Valued Wealth Advisors LLC now owns 2,956 shares of the company’s stock valued at $300,000 after purchasing an additional 2,355 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Performance

Shares of NYSEARCA:IVW opened at $102.44 on Tuesday. The stock has a market capitalization of $53.67 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 $77.20 and a 1-year high of $107.14. The company has a 50 day moving average price of $102.67 and a 200 day moving average price of $97.06.

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.