North Berkeley Wealth Management LLC Has $10.51 Million Stock Holdings in iShares S&P 500 Growth ETF $IVW

North Berkeley Wealth Management LLC grew its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 13.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 95,473 shares of the company’s stock after buying an additional 11,396 shares during the quarter. iShares S&P 500 Growth ETF accounts for 9.6% of North Berkeley Wealth Management LLC’s holdings, making the stock its 4th largest holding. North Berkeley Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $10,512,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Flaharty Asset Management LLC bought a new stake in shares of iShares S&P 500 Growth ETF in the first quarter valued at about $26,000. Ryan Investment Management Inc. purchased a new position in iShares S&P 500 Growth ETF during the 2nd quarter valued at about $36,000. Morgan Dempsey Capital Management LLC purchased a new position in iShares S&P 500 Growth ETF during the 2nd quarter valued at about $44,000. ST Germain D J Co. Inc. raised its holdings in shares of iShares S&P 500 Growth ETF by 655.4% in the 2nd quarter. ST Germain D J Co. Inc. now owns 423 shares of the company’s stock valued at $47,000 after purchasing an additional 367 shares in the last quarter. Finally, Curio Wealth LLC lifted its position in shares of iShares S&P 500 Growth ETF by 51,800.0% in the 2nd quarter. Curio Wealth LLC now owns 519 shares of the company’s stock worth $57,000 after purchasing an additional 518 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA IVW opened at $124.11 on Friday. The company has a market cap of $67.37 billion, a PE ratio of 33.33 and a beta of 1.11. The firm’s 50 day moving average price is $121.89 and its 200-day moving average price is $115.14. iShares S&P 500 Growth ETF has a 52-week low of $79.31 and a 52-week high of $126.61.

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.