iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Sold by WR Wealth Planners LLC

WR Wealth Planners LLC cut its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 58.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,522 shares of the company’s stock after selling 12,088 shares during the period. WR Wealth Planners LLC’s holdings in iShares S&P 500 Growth ETF were worth $865,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. BankPlus Trust Department acquired a new stake in iShares S&P 500 Growth ETF in the fourth quarter valued at $36,000. Hantz Financial Services Inc. acquired a new stake in iShares S&P 500 Growth ETF in the fourth quarter valued at $40,000. Compass Financial Services Inc acquired a new stake in iShares S&P 500 Growth ETF in the fourth quarter valued at $40,000. POM Investment Strategies LLC raised its holdings in iShares S&P 500 Growth ETF by 194.8% in the fourth quarter. POM Investment Strategies LLC now owns 457 shares of the company’s stock valued at $46,000 after acquiring an additional 302 shares in the last quarter. Finally, Valued Wealth Advisors LLC raised its holdings in iShares S&P 500 Growth ETF by 160.2% in the third quarter. Valued Wealth Advisors LLC now owns 601 shares of the company’s stock valued at $58,000 after acquiring an additional 370 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

IVW opened at $101.17 on Friday. The stock has a market capitalization of $56.45 billion, a PE ratio of 33.87 and a beta of 1.07. The firm’s fifty day moving average price is $103.83 and its 200 day moving average price is $99.34. iShares S&P 500 Growth ETF has a 12-month low of $79.07 and a 12-month high of $107.14.

iShares S&P 500 Growth ETF Company 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.