Ehrlich Financial Group Raises Position in iShares S&P 500 Growth ETF $IVW

Ehrlich Financial Group raised its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 6.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 104,870 shares of the company’s stock after buying an additional 6,133 shares during the period. iShares S&P 500 Growth ETF comprises 7.4% of Ehrlich Financial Group’s portfolio, making the stock its biggest position. Ehrlich Financial Group’s holdings in iShares S&P 500 Growth ETF were worth $12,926,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Little House Capital LLC grew its position in iShares S&P 500 Growth ETF by 2.0% during the 3rd quarter. Little House Capital LLC now owns 3,993 shares of the company’s stock worth $482,000 after acquiring an additional 80 shares during the last quarter. Wingate Wealth Advisors Inc. increased its stake in shares of iShares S&P 500 Growth ETF by 3.5% in the third quarter. Wingate Wealth Advisors Inc. now owns 2,488 shares of the company’s stock valued at $300,000 after buying an additional 83 shares in the last quarter. Smith Moore & CO. raised its holdings in shares of iShares S&P 500 Growth ETF by 2.9% in the third quarter. Smith Moore & CO. now owns 3,021 shares of the company’s stock valued at $365,000 after buying an additional 85 shares during the last quarter. Frazier Financial Advisors LLC lifted its position in iShares S&P 500 Growth ETF by 11.4% during the 3rd quarter. Frazier Financial Advisors LLC now owns 843 shares of the company’s stock worth $102,000 after buying an additional 86 shares in the last quarter. Finally, Gerber Kawasaki Wealth & Investment Management lifted its position in iShares S&P 500 Growth ETF by 0.7% during the 3rd quarter. Gerber Kawasaki Wealth & Investment Management now owns 11,647 shares of the company’s stock worth $1,406,000 after buying an additional 86 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Down 0.4%

Shares of NYSEARCA:IVW opened at $116.40 on Friday. The firm has a market cap of $62.48 billion, a P/E ratio of 33.33 and a beta of 1.11. iShares S&P 500 Growth ETF has a 12 month low of $79.31 and a 12 month high of $126.61. The company’s 50-day moving average price is $121.13 and its two-hundred day moving average price is $121.45.

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. The Growth Index is a subset of the S&P 500 and consists of those stocks in the S&P 500 exhibiting the strongest growth characteristics.