Cypress Wealth Services LLC Increases Position in iShares S&P 500 Growth ETF $IVW

Cypress Wealth Services LLC raised its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 5.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 141,462 shares of the company’s stock after purchasing an additional 7,606 shares during the period. iShares S&P 500 Growth ETF makes up approximately 2.4% of Cypress Wealth Services LLC’s portfolio, making the stock its 7th biggest holding. Cypress Wealth Services LLC’s holdings in iShares S&P 500 Growth ETF were worth $17,437,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IVW. Embree Financial Group grew its stake in shares of iShares S&P 500 Growth ETF by 358.1% in the 3rd quarter. Embree Financial Group now owns 38,283 shares of the company’s stock worth $4,621,000 after acquiring an additional 29,926 shares in the last quarter. First Horizon Corp bought a new position in shares of iShares S&P 500 Growth ETF during the third quarter valued at about $4,237,000. Atria Investments Inc lifted its position in shares of iShares S&P 500 Growth ETF by 4.6% during the third quarter. Atria Investments Inc now owns 457,419 shares of the company’s stock valued at $55,220,000 after purchasing an additional 19,917 shares in the last quarter. Clark Financial Services Group Inc. BD boosted its holdings in iShares S&P 500 Growth ETF by 38.7% during the third quarter. Clark Financial Services Group Inc. BD now owns 109,021 shares of the company’s stock worth $13,161,000 after purchasing an additional 30,407 shares during the last quarter. Finally, Fortis Capital Advisors LLC grew its position in iShares S&P 500 Growth ETF by 58.9% in the 3rd quarter. Fortis Capital Advisors LLC now owns 18,152 shares of the company’s stock worth $2,191,000 after purchasing an additional 6,732 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA:IVW opened at $109.59 on Friday. The firm has a market cap of $58.83 billion, a price-to-earnings ratio of 33.33 and a beta of 1.11. iShares S&P 500 Growth ETF has a 52 week low of $79.31 and a 52 week high of $126.61. The firm has a 50-day moving average price of $119.83 and a two-hundred day moving average price of $121.39.

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.