WealthPLAN Partners LLC lifted its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 1.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 66,133 shares of the company’s stock after purchasing an additional 790 shares during the quarter. iShares S&P 500 Growth ETF accounts for approximately 1.2% of WealthPLAN Partners LLC’s holdings, making the stock its 17th biggest holding. WealthPLAN Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $7,281,000 at the end of the most recent reporting period.
Several other large investors have also made changes to their positions in IVW. Envestnet Asset Management Inc. grew its holdings in iShares S&P 500 Growth ETF by 5.1% during the 1st quarter. Envestnet Asset Management Inc. now owns 48,079,544 shares of the company’s stock worth $4,463,224,000 after acquiring an additional 2,350,072 shares during the last quarter. Sofi Wealth LLC grew its holdings in iShares S&P 500 Growth ETF by 4,023.6% during the 1st quarter. Sofi Wealth LLC now owns 1,857,008 shares of the company’s stock worth $172,386,000 after acquiring an additional 1,811,974 shares during the last quarter. Liberty Wealth Management LLC grew its holdings in iShares S&P 500 Growth ETF by 489.6% during the 1st quarter. Liberty Wealth Management LLC now owns 1,363,876 shares of the company’s stock worth $126,609,000 after acquiring an additional 1,132,541 shares during the last quarter. LPL Financial LLC grew its holdings in iShares S&P 500 Growth ETF by 5.5% during the 1st quarter. LPL Financial LLC now owns 18,929,345 shares of the company’s stock worth $1,757,211,000 after acquiring an additional 988,955 shares during the last quarter. Finally, Pinkerton Retirement Specialists LLC grew its holdings in iShares S&P 500 Growth ETF by 192.5% during the 1st quarter. Pinkerton Retirement Specialists LLC now owns 1,135,349 shares of the company’s stock worth $105,394,000 after acquiring an additional 747,194 shares during the last quarter.
iShares S&P 500 Growth ETF Stock Up 0.5%
Shares of NYSEARCA:IVW opened at $120.40 on Thursday. iShares S&P 500 Growth ETF has a 12 month low of $79.31 and a 12 month high of $122.66. The company’s 50-day moving average price is $117.82 and its two-hundred day moving average price is $107.70. The firm has a market cap of $65.58 billion, a P/E ratio of 33.33 and a beta of 1.05.
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.
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