Copperleaf Capital LLC Has $4.29 Million Position in iShares S&P 500 Growth ETF $IVW

Copperleaf Capital LLC cut its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 31.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 35,540 shares of the company’s stock after selling 16,138 shares during the quarter. iShares S&P 500 Growth ETF accounts for about 2.1% of Copperleaf Capital LLC’s portfolio, making the stock its 11th biggest holding. Copperleaf Capital LLC’s holdings in iShares S&P 500 Growth ETF were worth $4,290,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Jackson Hole Capital Partners LLC raised its holdings in shares of iShares S&P 500 Growth ETF by 1.3% in the third quarter. Jackson Hole Capital Partners LLC now owns 49,131 shares of the company’s stock valued at $5,931,000 after purchasing an additional 618 shares during the last quarter. Gilliland Jeter Wealth Management LLC grew its position in iShares S&P 500 Growth ETF by 18.4% in the third quarter. Gilliland Jeter Wealth Management LLC now owns 7,634 shares of the company’s stock valued at $922,000 after purchasing an additional 1,189 shares in the last quarter. Blalock Williams LLC bought a new position in iShares S&P 500 Growth ETF in the third quarter valued at $3,495,000. Avantra Family Wealth Inc. acquired a new stake in iShares S&P 500 Growth ETF in the 3rd quarter valued at $1,648,000. Finally, Optima Capital LLC bought a new stake in iShares S&P 500 Growth ETF during the 3rd quarter worth about $210,000.

iShares S&P 500 Growth ETF Price Performance

iShares S&P 500 Growth ETF stock opened at $123.82 on Friday. The company has a market cap of $66.82 billion, a price-to-earnings ratio of 33.33 and a beta of 1.11. The firm has a 50-day moving average of $122.99 and a 200-day moving average of $119.05. iShares S&P 500 Growth ETF has a one year low of $79.31 and a one year high of $126.61.

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. The Growth Index is a subset of the S&P 500 and consists of those stocks in the S&P 500 exhibiting the strongest growth characteristics.