Heritage Financial Services LLC Trims Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Heritage Financial Services LLC reduced its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 5.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,853 shares of the company’s stock after selling 1,183 shares during the period. iShares S&P 500 Growth ETF accounts for about 0.3% of Heritage Financial Services LLC’s investment portfolio, making the stock its 24th largest holding. Heritage Financial Services LLC’s holdings in iShares S&P 500 Growth ETF were worth $1,914,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Calton & Associates Inc. purchased a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter worth about $1,046,000. Fifth Third Securities Inc. increased its stake in iShares S&P 500 Growth ETF by 11.6% during the 4th quarter. Fifth Third Securities Inc. now owns 130,375 shares of the company’s stock valued at $13,237,000 after purchasing an additional 13,568 shares in the last quarter. Crews Bank & Trust purchased a new position in iShares S&P 500 Growth ETF in the fourth quarter worth about $197,000. Highland Capital Management LLC raised its holdings in iShares S&P 500 Growth ETF by 5.5% in the fourth quarter. Highland Capital Management LLC now owns 13,927 shares of the company’s stock worth $1,414,000 after buying an additional 732 shares during the last quarter. Finally, Gries Financial LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 2.7% in the fourth quarter. Gries Financial LLC now owns 24,148 shares of the company’s stock worth $2,452,000 after buying an additional 640 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Up 0.9 %

Shares of IVW opened at $104.68 on Friday. The company has a market capitalization of $54.84 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 $77.20 and a twelve month high of $107.14. The firm has a 50 day moving average of $102.93 and a 200 day moving average of $97.22.

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.