iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Liberty Wealth Management LLC’s 6th Largest Position

Liberty Wealth Management LLC trimmed its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 2.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 231,335 shares of the company’s stock after selling 6,443 shares during the period. iShares S&P 500 Growth ETF comprises 3.9% of Liberty Wealth Management LLC’s investment portfolio, making the stock its 6th biggest holding. Liberty Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $23,477,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Hopwood Financial Services Inc. purchased a new position in shares of iShares S&P 500 Growth ETF during the 4th quarter worth approximately $2,057,000. Farther Finance Advisors LLC raised its stake in shares of iShares S&P 500 Growth ETF by 15.1% during the 4th quarter. Farther Finance Advisors LLC now owns 277,321 shares of the company’s stock worth $28,156,000 after buying an additional 36,356 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of iShares S&P 500 Growth ETF by 7.0% during the 4th quarter. EverSource Wealth Advisors LLC now owns 19,109 shares of the company’s stock worth $1,940,000 after buying an additional 1,242 shares in the last quarter. PFG Advisors raised its stake in shares of iShares S&P 500 Growth ETF by 0.9% during the 4th quarter. PFG Advisors now owns 57,020 shares of the company’s stock worth $5,789,000 after buying an additional 516 shares in the last quarter. Finally, Moors & Cabot Inc. acquired a new stake in shares of iShares S&P 500 Growth ETF in the 4th quarter worth approximately $216,000.

iShares S&P 500 Growth ETF Price Performance

IVW opened at $92.75 on Wednesday. The stock has a market cap of $51.22 billion, a P/E ratio of 30.05 and a beta of 1.08. The stock’s 50 day simple moving average is $102.77 and its 200 day simple moving average is $99.61. iShares S&P 500 Growth ETF has a 1-year low of $79.07 and a 1-year 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.