iShares S&P 500 Growth ETF (NYSEARCA:IVW) Stake Boosted by Transform Wealth LLC

Transform Wealth LLC grew its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 0.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 205,847 shares of the company’s stock after purchasing an additional 209 shares during the quarter. iShares S&P 500 Growth ETF makes up 1.3% of Transform Wealth LLC’s portfolio, making the stock its 13th largest holding. Transform Wealth LLC’s holdings in iShares S&P 500 Growth ETF were worth $19,710,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. CarsonAllaria Wealth Management Ltd. grew its holdings in shares of iShares S&P 500 Growth ETF by 45.5% during the first quarter. CarsonAllaria Wealth Management Ltd. now owns 400 shares of the company’s stock valued at $34,000 after purchasing an additional 125 shares during the last quarter. 1620 Investment Advisors Inc. acquired a new position in shares of iShares S&P 500 Growth ETF during the second quarter worth approximately $34,000. Financial Connections Group Inc. acquired a new position in shares of iShares S&P 500 Growth ETF during the second quarter worth approximately $35,000. GPS Wealth Strategies Group LLC boosted its position in shares of iShares S&P 500 Growth ETF by 91.3% during the second quarter. GPS Wealth Strategies Group LLC now owns 417 shares of the company’s stock worth $39,000 after buying an additional 199 shares during the period. Finally, Davis Capital Management boosted its position in shares of iShares S&P 500 Growth ETF by 78.4% during the third quarter. Davis Capital Management now owns 412 shares of the company’s stock worth $39,000 after buying an additional 181 shares during the period.

iShares S&P 500 Growth ETF Price Performance

Shares of NYSEARCA IVW traded down $0.20 during midday trading on Wednesday, hitting $96.53. 287,762 shares of the company’s stock were exchanged, compared to its average volume of 2,981,131. The stock’s 50 day moving average price is $93.10 and its 200-day moving average price is $89.89. The firm has a market cap of $50.57 billion, a P/E ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a twelve month low of $65.53 and a twelve month high of $98.05.

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.