iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Acquired by Lee Financial Co

Lee Financial Co raised its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.8% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 346,205 shares of the company’s stock after purchasing an additional 6,007 shares during the period. iShares S&P 500 Growth ETF accounts for approximately 4.9% of Lee Financial Co’s portfolio, making the stock its 5th largest position. Lee Financial Co’s holdings in iShares S&P 500 Growth ETF were worth $35,150,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. River Street Advisors LLC boosted its position in iShares S&P 500 Growth ETF by 17.5% during the third quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock valued at $956,000 after acquiring an additional 1,483 shares during the last quarter. Encompass Wealth Advisors LLC boosted its position in shares of iShares S&P 500 Growth ETF by 2.0% during the 4th quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock valued at $37,319,000 after purchasing an additional 7,349 shares in the last quarter. Strategic Financial Concepts LLC boosted its position in shares of iShares S&P 500 Growth ETF by 10,066.9% during the 4th quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock valued at $479,000 after purchasing an additional 421,703 shares in the last quarter. Perigon Wealth Management LLC grew its stake in iShares S&P 500 Growth ETF by 3.9% during the fourth quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock worth $10,760,000 after purchasing an additional 3,942 shares during the period. Finally, Citigroup Inc. increased its holdings in iShares S&P 500 Growth ETF by 11.5% in the third quarter. Citigroup Inc. now owns 336,250 shares of the company’s stock worth $32,196,000 after purchasing an additional 34,624 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Performance

iShares S&P 500 Growth ETF stock opened at $106.63 on Friday. The stock has a market capitalization of $55.86 billion, a price-to-earnings ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 52-week low of $79.07 and a 52-week high of $107.14. The stock’s 50 day moving average price is $103.85 and its two-hundred day moving average price is $98.24.

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.