Affinity Wealth Management LLC trimmed its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,465 shares of the company’s stock after selling 164 shares during the quarter. Affinity Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $352,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of the company. Davis Capital Management increased its stake in iShares S&P 500 Growth ETF by 78.4% during the 3rd quarter. Davis Capital Management now owns 412 shares of the company’s stock valued at $39,000 after purchasing an additional 181 shares in the last quarter. Element Wealth LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 31.1% in the third quarter. Element Wealth LLC now owns 577 shares of the company’s stock valued at $55,000 after buying an additional 137 shares in the last quarter. Valued Wealth Advisors LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 160.2% during the third quarter. Valued Wealth Advisors LLC now owns 601 shares of the company’s stock valued at $58,000 after buying an additional 370 shares during the last quarter. Copley Financial Group Inc. bought a new stake in shares of iShares S&P 500 Growth ETF during the third quarter worth about $64,000. Finally, ORG Wealth Partners LLC acquired a new stake in shares of iShares S&P 500 Growth ETF in the 3rd quarter worth about $66,000.
iShares S&P 500 Growth ETF Stock Performance
IVW stock opened at $106.26 on Friday. The business has a 50-day simple moving average of $102.67 and a two-hundred day simple moving average of $97.05. The company has a market capitalization of $55.67 billion, a P/E ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 52-week low of $77.20 and a 52-week high of $107.14.
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.
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