Opinicus Capital Inc. Reduces Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Opinicus Capital Inc. lessened its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 20.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,555 shares of the company’s stock after selling 648 shares during the period. Opinicus Capital Inc.’s holdings in iShares S&P 500 Growth ETF were worth $259,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. River Street Advisors LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 17.5% during the third quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock worth $956,000 after buying an additional 1,483 shares in the last quarter. Perigon Wealth Management LLC raised its holdings in iShares S&P 500 Growth ETF by 3.9% in the 4th quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock valued at $10,760,000 after acquiring an additional 3,942 shares during the last quarter. Encompass Wealth Advisors LLC raised its holdings in iShares S&P 500 Growth ETF by 2.0% in the 4th quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock valued at $37,319,000 after acquiring an additional 7,349 shares during the last quarter. Citigroup Inc. lifted its stake in shares of iShares S&P 500 Growth ETF by 11.5% during the 3rd quarter. Citigroup Inc. now owns 336,250 shares of the company’s stock worth $32,196,000 after purchasing an additional 34,624 shares during the period. Finally, Tompkins Financial Corp boosted its holdings in shares of iShares S&P 500 Growth ETF by 31.0% during the fourth quarter. Tompkins Financial Corp now owns 12,404 shares of the company’s stock worth $1,259,000 after purchasing an additional 2,936 shares during the last quarter.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA IVW opened at $104.75 on Friday. The company has a 50-day moving average of $103.48 and a 200-day moving average of $97.63. iShares S&P 500 Growth ETF has a 12 month low of $79.07 and a 12 month high of $107.14. The company has a market cap of $54.88 billion, a P/E ratio of 28.52 and a beta of 1.14.

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.