iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Sharkey Howes & Javer’s 5th Largest Position

Sharkey Howes & Javer trimmed its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 5.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 267,686 shares of the company’s stock after selling 15,871 shares during the quarter. iShares S&P 500 Growth ETF makes up about 3.8% of Sharkey Howes & Javer’s portfolio, making the stock its 5th biggest holding. Sharkey Howes & Javer’s holdings in iShares S&P 500 Growth ETF were worth $27,178,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IVW. BankPlus Trust Department purchased a new stake in iShares S&P 500 Growth ETF in the 4th quarter worth $36,000. Hantz Financial Services Inc. purchased a new stake in iShares S&P 500 Growth ETF in the 4th quarter worth $40,000. Compass Financial Services Inc purchased a new stake in iShares S&P 500 Growth ETF in the 4th quarter worth $40,000. POM Investment Strategies LLC increased its holdings in iShares S&P 500 Growth ETF by 194.8% in the 4th quarter. POM Investment Strategies LLC now owns 457 shares of the company’s stock worth $46,000 after acquiring an additional 302 shares in the last quarter. Finally, Copley Financial Group Inc. purchased a new stake in iShares S&P 500 Growth ETF in the 3rd quarter worth $64,000.

iShares S&P 500 Growth ETF Stock Up 1.8 %

Shares of IVW opened at $101.17 on Friday. iShares S&P 500 Growth ETF has a 52-week low of $79.07 and a 52-week high of $107.14. The firm’s fifty day moving average is $103.83 and its two-hundred day moving average is $99.41. The stock has a market cap of $56.45 billion, a PE ratio of 33.87 and a beta of 1.07.

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.