Heritage Trust Co Has $4.01 Million Stock Holdings in iShares S&P 500 Growth ETF $IVW

Heritage Trust Co cut its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 13.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,508 shares of the company’s stock after selling 5,168 shares during the period. Heritage Trust Co’s holdings in iShares S&P 500 Growth ETF were worth $4,007,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Atria Investments Inc increased its stake in shares of iShares S&P 500 Growth ETF by 4.6% in the 3rd quarter. Atria Investments Inc now owns 457,419 shares of the company’s stock valued at $55,220,000 after purchasing an additional 19,917 shares during the last quarter. Brookstone Capital Management increased its stake in shares of iShares S&P 500 Growth ETF by 5.7% in the 4th quarter. Brookstone Capital Management now owns 237,167 shares of the company’s stock valued at $29,233,000 after purchasing an additional 12,778 shares during the last quarter. Ameritas Advisory Services LLC increased its stake in shares of iShares S&P 500 Growth ETF by 40.5% in the 3rd quarter. Ameritas Advisory Services LLC now owns 97,539 shares of the company’s stock valued at $11,775,000 after purchasing an additional 28,137 shares during the last quarter. Capital Advantage Inc. increased its stake in shares of iShares S&P 500 Growth ETF by 40.9% in the 4th quarter. Capital Advantage Inc. now owns 25,498 shares of the company’s stock valued at $3,143,000 after purchasing an additional 7,396 shares during the last quarter. Finally, Embree Financial Group increased its stake in shares of iShares S&P 500 Growth ETF by 61.2% in the 4th quarter. Embree Financial Group now owns 61,699 shares of the company’s stock valued at $7,605,000 after purchasing an additional 23,416 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Performance

Shares of IVW opened at $141.59 on Tuesday. iShares S&P 500 Growth ETF has a 52-week low of $102.92 and a 52-week high of $141.98. The business’s fifty day moving average is $127.21 and its 200-day moving average is $123.77. The firm has a market cap of $76.73 billion, a price-to-earnings ratio of 33.33 and a beta of 1.17.

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.