XML Financial LLC Has $4.49 Million Holdings in iShares S&P 500 Growth ETF $IVW

XML Financial LLC trimmed its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 23.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 36,434 shares of the company’s stock after selling 10,935 shares during the period. XML Financial LLC’s holdings in iShares S&P 500 Growth ETF were worth $4,491,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the company. Smith Moore & CO. raised its stake in shares of iShares S&P 500 Growth ETF by 2.9% in the 3rd quarter. Smith Moore & CO. now owns 3,021 shares of the company’s stock valued at $365,000 after acquiring an additional 85 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management grew its holdings in shares of 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 purchasing an additional 86 shares in the last quarter. Proactive Wealth Strategies LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 1.0% during the 4th quarter. Proactive Wealth Strategies LLC now owns 8,817 shares of the company’s stock worth $1,087,000 after purchasing an additional 86 shares in the last quarter. Ignite Planners LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 4.7% during the 4th quarter. Ignite Planners LLC now owns 1,948 shares of the company’s stock worth $241,000 after purchasing an additional 88 shares in the last quarter. Finally, First National Bank & Trust Co. of Newtown boosted its stake in iShares S&P 500 Growth ETF by 1.3% in the 4th quarter. First National Bank & Trust Co. of Newtown now owns 7,859 shares of the company’s stock valued at $969,000 after buying an additional 100 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Performance

iShares S&P 500 Growth ETF stock opened at $134.60 on Friday. The firm has a market cap of $72.95 billion, a P/E ratio of 33.33 and a beta of 1.17. The business’s fifty day moving average is $129.14 and its two-hundred day moving average is $124.23. iShares S&P 500 Growth ETF has a 52 week low of $104.21 and a 52 week high of $141.98.

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. 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.