OMNI 360 Wealth Inc. Has $2.61 Million Stock Position in iShares S&P 500 Growth ETF $IVW

OMNI 360 Wealth Inc. raised its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 4.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,729 shares of the company’s stock after buying an additional 941 shares during the period. iShares S&P 500 Growth ETF accounts for 1.3% of OMNI 360 Wealth Inc.’s holdings, making the stock its 20th largest holding. OMNI 360 Wealth Inc.’s holdings in iShares S&P 500 Growth ETF were worth $2,613,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Cape ANN Savings Bank boosted its position in iShares S&P 500 Growth ETF by 4.2% in the first quarter. Cape ANN Savings Bank now owns 2,476 shares of the company’s stock valued at $230,000 after buying an additional 100 shares in the last quarter. TrinityPoint Wealth LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 1.5% during the fourth quarter. TrinityPoint Wealth LLC now owns 7,051 shares of the company’s stock worth $716,000 after purchasing an additional 103 shares during the period. Silverlake Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 4.5% during the first quarter. Silverlake Wealth Management LLC now owns 2,730 shares of the company’s stock worth $253,000 after purchasing an additional 117 shares during the period. Quest 10 Wealth Builders Inc. lifted its holdings in shares of iShares S&P 500 Growth ETF by 6.3% during the first quarter. Quest 10 Wealth Builders Inc. now owns 2,105 shares of the company’s stock worth $195,000 after purchasing an additional 125 shares during the period. Finally, Embree Financial Group lifted its holdings in shares of iShares S&P 500 Growth ETF by 3.1% during the first quarter. Embree Financial Group now owns 4,153 shares of the company’s stock worth $385,000 after purchasing an additional 126 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

Shares of NYSEARCA:IVW opened at $119.00 on Friday. The firm has a market cap of $65.21 billion, a PE ratio of 33.33 and a beta of 1.05. The firm’s fifty day moving average is $114.10 and its 200-day moving average is $103.83. iShares S&P 500 Growth ETF has a 52 week low of $79.31 and a 52 week high of $119.29.

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.