Avidian Wealth Enterprises LLC Has $5.49 Million Position in iShares S&P 500 Growth ETF $IVW

Avidian Wealth Enterprises LLC raised its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 17.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 45,455 shares of the company’s stock after acquiring an additional 6,913 shares during the quarter. Avidian Wealth Enterprises LLC’s holdings in iShares S&P 500 Growth ETF were worth $5,487,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Wingate Wealth Advisors Inc. boosted its position in shares of iShares S&P 500 Growth ETF by 3.5% in the 3rd quarter. Wingate Wealth Advisors Inc. now owns 2,488 shares of the company’s stock worth $300,000 after purchasing an additional 83 shares during the last quarter. Baker Tilly Wealth Management LLC lifted its stake in iShares S&P 500 Growth ETF by 1.9% in the third quarter. Baker Tilly Wealth Management LLC now owns 4,745 shares of the company’s stock valued at $573,000 after buying an additional 88 shares during the period. Comprehensive Financial Planning Inc. PA lifted its stake in iShares S&P 500 Growth ETF by 0.5% in the second quarter. Comprehensive Financial Planning Inc. PA now owns 16,981 shares of the company’s stock valued at $1,870,000 after buying an additional 90 shares during the period. Dominguez Wealth Management Solutions Inc. boosted its holdings in iShares S&P 500 Growth ETF by 0.6% during the third quarter. Dominguez Wealth Management Solutions Inc. now owns 16,204 shares of the company’s stock worth $1,956,000 after buying an additional 90 shares during the last quarter. Finally, Moneywise Inc. grew its position in shares of iShares S&P 500 Growth ETF by 1.0% during the 3rd quarter. Moneywise Inc. now owns 9,094 shares of the company’s stock worth $1,098,000 after buying an additional 92 shares during the period.

iShares S&P 500 Growth ETF Price Performance

Shares of IVW stock opened at $120.91 on Wednesday. The stock has a market cap of $64.98 billion, a PE ratio of 33.33 and a beta of 1.11. The stock has a 50-day moving average of $122.97 and a 200-day moving average of $119.45. 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 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.