iShares S&P 500 Growth ETF $IVW Shares Acquired by Financial & Tax Architects LLC

Financial & Tax Architects LLC boosted its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 122.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 26,987 shares of the company’s stock after purchasing an additional 14,882 shares during the quarter. Financial & Tax Architects LLC’s holdings in iShares S&P 500 Growth ETF were worth $3,326,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of IVW. Little House Capital LLC grew its position in iShares S&P 500 Growth ETF by 2.0% in the 3rd quarter. Little House Capital LLC now owns 3,993 shares of the company’s stock worth $482,000 after purchasing an additional 80 shares during the last quarter. Wingate Wealth Advisors Inc. raised its holdings in shares of iShares S&P 500 Growth ETF by 3.5% during the third quarter. Wingate Wealth Advisors Inc. now owns 2,488 shares of the company’s stock valued at $300,000 after buying an additional 83 shares during the last quarter. Smith Moore & CO. boosted its position in shares of iShares S&P 500 Growth ETF by 2.9% during the third quarter. Smith Moore & CO. now owns 3,021 shares of the company’s stock worth $365,000 after buying an additional 85 shares during the period. Frazier Financial Advisors LLC grew its holdings in iShares S&P 500 Growth ETF by 11.4% in the 3rd quarter. Frazier Financial Advisors LLC now owns 843 shares of the company’s stock worth $102,000 after buying an additional 86 shares in the last quarter. Finally, Gerber Kawasaki Wealth & Investment Management grew its holdings in iShares S&P 500 Growth ETF by 0.7% in the 3rd quarter. Gerber Kawasaki Wealth & Investment Management now owns 11,647 shares of the company’s stock worth $1,406,000 after buying an additional 86 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

IVW opened at $114.66 on Monday. iShares S&P 500 Growth ETF has a 12 month low of $79.31 and a 12 month high of $126.61. The stock has a market cap of $61.76 billion, a P/E ratio of 33.33 and a beta of 1.11. The stock’s 50 day moving average price is $118.88 and its 200 day moving average price is $121.20.

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.