iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Saxony Capital Management LLC’s 8th Largest Position

Saxony Capital Management LLC lifted its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 47.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 31,985 shares of the company’s stock after purchasing an additional 10,220 shares during the period. iShares S&P 500 Growth ETF comprises approximately 2.9% of Saxony Capital Management LLC’s portfolio, making the stock its 8th largest position. Saxony Capital Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $3,247,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. River Street Advisors LLC lifted its position in iShares S&P 500 Growth ETF by 17.5% in the third quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock valued at $956,000 after acquiring an additional 1,483 shares during the last quarter. Citigroup Inc. lifted its position in iShares S&P 500 Growth ETF by 11.5% in the third quarter. Citigroup Inc. now owns 336,250 shares of the company’s stock valued at $32,196,000 after acquiring an additional 34,624 shares during the last quarter. Tompkins Financial Corp increased its stake in iShares S&P 500 Growth ETF by 31.0% in the fourth quarter. Tompkins Financial Corp now owns 12,404 shares of the company’s stock valued at $1,259,000 after purchasing an additional 2,936 shares during the period. Brookstone Capital Management increased its stake in iShares S&P 500 Growth ETF by 0.3% in the third quarter. Brookstone Capital Management now owns 228,446 shares of the company’s stock valued at $21,874,000 after purchasing an additional 673 shares during the period. Finally, BNP Paribas Financial Markets increased its stake in iShares S&P 500 Growth ETF by 35.6% in the third quarter. BNP Paribas Financial Markets now owns 162,318 shares of the company’s stock valued at $15,542,000 after purchasing an additional 42,616 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA IVW opened at $104.68 on Friday. The firm has a market cap of $54.84 billion, a PE ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a one year low of $77.20 and a one year high of $107.14. The firm’s fifty day moving average is $103.03 and its two-hundred day moving average is $97.27.

iShares S&P 500 Growth ETF Company 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.