iShares S&P 500 Growth ETF $IVW is Bay Harbor Wealth Management LLC’s 10th Largest Position

Bay Harbor Wealth Management LLC lessened its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 6.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 107,514 shares of the company’s stock after selling 7,249 shares during the quarter. iShares S&P 500 Growth ETF makes up about 3.5% of Bay Harbor Wealth Management LLC’s portfolio, making the stock its 10th biggest position. Bay Harbor Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $12,979,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in IVW. Sax Wealth Advisors LLC lifted its position in iShares S&P 500 Growth ETF by 142.3% during the second quarter. Sax Wealth Advisors LLC now owns 18,003 shares of the company’s stock valued at $1,982,000 after acquiring an additional 10,572 shares during the last quarter. Atlantic Union Bankshares Corp grew its holdings in iShares S&P 500 Growth ETF by 114.0% in the second quarter. Atlantic Union Bankshares Corp now owns 12,691 shares of the company’s stock worth $1,397,000 after purchasing an additional 6,761 shares during the last quarter. CW Advisors LLC increased its position in shares of iShares S&P 500 Growth ETF by 21.7% during the second quarter. CW Advisors LLC now owns 54,546 shares of the company’s stock worth $6,006,000 after purchasing an additional 9,719 shares in the last quarter. Embree Financial Group lifted its holdings in shares of iShares S&P 500 Growth ETF by 101.2% during the 2nd quarter. Embree Financial Group now owns 8,357 shares of the company’s stock valued at $920,000 after purchasing an additional 4,204 shares during the last quarter. Finally, Advyzon Investment Management LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 59.4% during the 2nd quarter. Advyzon Investment Management LLC now owns 4,694 shares of the company’s stock valued at $517,000 after purchasing an additional 1,750 shares during the last quarter.

iShares S&P 500 Growth ETF Price Performance

Shares of IVW stock opened at $121.21 on Friday. iShares S&P 500 Growth ETF has a 1-year low of $79.31 and a 1-year high of $126.61. The stock’s fifty day moving average price is $122.25 and its 200 day moving average price is $116.53. The company has a market cap of $65.80 billion, a price-to-earnings 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.