Adaptive Financial Consulting LLC Has $19.15 Million Stake in iShares S&P 500 Growth ETF $IVW

Adaptive Financial Consulting LLC lowered its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 5.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 173,949 shares of the company’s stock after selling 9,739 shares during the quarter. iShares S&P 500 Growth ETF makes up approximately 8.0% of Adaptive Financial Consulting LLC’s investment portfolio, making the stock its 5th largest position. Adaptive Financial Consulting LLC’s holdings in iShares S&P 500 Growth ETF were worth $19,152,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Flaharty Asset Management LLC bought a new stake in shares of iShares S&P 500 Growth ETF in the first quarter worth $26,000. Ryan Investment Management Inc. bought a new stake in shares of iShares S&P 500 Growth ETF during the second quarter worth about $36,000. Mowery & Schoenfeld Wealth Management LLC bought a new stake in iShares S&P 500 Growth ETF during the first quarter worth $33,000. Morgan Dempsey Capital Management LLC purchased a new stake in iShares S&P 500 Growth ETF in the 2nd quarter valued at about $44,000. Finally, ST Germain D J Co. Inc. increased its position in shares of iShares S&P 500 Growth ETF by 655.4% during the 2nd quarter. ST Germain D J Co. Inc. now owns 423 shares of the company’s stock valued at $47,000 after purchasing an additional 367 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Up 0.1%

Shares of IVW stock opened at $121.04 on Monday. The company has a 50 day moving average of $121.26 and a 200-day moving average of $113.16. iShares S&P 500 Growth ETF has a 12-month low of $79.31 and a 12-month high of $126.61. The firm has a market cap of $65.71 billion, a P/E ratio of 33.33 and a beta of 1.11.

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.