Coordinated Financial Services Inc. Invests $210,000 in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Coordinated Financial Services Inc. purchased a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 2,071 shares of the company’s stock, valued at approximately $210,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Strategic Financial Concepts LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 10,066.9% in the 4th quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock worth $479,000 after buying an additional 421,703 shares during the last quarter. Advyzon Investment Management LLC bought a new stake in iShares S&P 500 Growth ETF during the fourth quarter valued at about $420,000. River Street Advisors LLC raised its holdings in iShares S&P 500 Growth ETF by 17.5% during 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 period. Encompass Wealth Advisors LLC raised its holdings in iShares S&P 500 Growth ETF by 2.0% during the fourth quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock valued at $37,319,000 after acquiring an additional 7,349 shares during the period. Finally, Perigon Wealth Management LLC raised its holdings in iShares S&P 500 Growth ETF by 3.9% during the fourth quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock valued at $10,760,000 after acquiring an additional 3,942 shares during the period.

iShares S&P 500 Growth ETF Stock Up 0.3 %

NYSEARCA:IVW opened at $96.55 on Monday. The business’s 50-day simple moving average is $103.14 and its two-hundred day simple moving average is $99.62. The stock has a market cap of $53.31 billion, a PE ratio of 30.05 and a beta of 1.08. iShares S&P 500 Growth ETF has a 52 week low of $79.07 and a 52 week high of $107.14.

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.