Tilson Financial Group Inc. Takes Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Tilson Financial Group Inc. bought a new position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 82,610 shares of the company’s stock, valued at approximately $7,645,000. iShares S&P 500 Growth ETF makes up about 3.8% of Tilson Financial Group Inc.’s portfolio, making the stock its 8th biggest position.

A number of other large investors have also bought and sold shares of the stock. Lake Street Private Wealth LLC increased its position in iShares S&P 500 Growth ETF by 9.7% in the 1st quarter. Lake Street Private Wealth LLC now owns 4,026 shares of the company’s stock valued at $340,000 after buying an additional 355 shares in the last quarter. Private Advisor Group LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 3.0% in the 1st quarter. Private Advisor Group LLC now owns 406,343 shares of the company’s stock worth $34,312,000 after purchasing an additional 12,017 shares in the last quarter. Diversify Advisory Services LLC acquired a new stake in iShares S&P 500 Growth ETF in the 1st quarter valued at $606,000. Parthenon LLC increased its stake in iShares S&P 500 Growth ETF by 18.9% during the 1st quarter. Parthenon LLC now owns 6,516 shares of the company’s stock valued at $550,000 after purchasing an additional 1,036 shares in the last quarter. Finally, Mission Wealth Management LP raised its holdings in iShares S&P 500 Growth ETF by 25.2% during the first quarter. Mission Wealth Management LP now owns 48,850 shares of the company’s stock worth $4,125,000 after buying an additional 9,848 shares during the last quarter.

iShares S&P 500 Growth ETF Trading Down 1.6 %

iShares S&P 500 Growth ETF stock opened at $96.40 on Thursday. The firm’s fifty day moving average price is $94.61 and its two-hundred day moving average price is $90.88. The firm has a market capitalization of $50.50 billion, a price-to-earnings ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 1-year low of $66.08 and a 1-year high of $98.68.

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.