Capital Advantage Inc. Has $3.14 Million Holdings in iShares S&P 500 Growth ETF $IVW

Capital Advantage Inc. increased its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 40.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 25,498 shares of the company’s stock after buying an additional 7,396 shares during the period. Capital Advantage Inc.’s holdings in iShares S&P 500 Growth ETF were worth $3,143,000 at the end of the most recent reporting period.

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

iShares S&P 500 Growth ETF Stock Performance

Shares of IVW stock opened at $114.13 on Friday. The company has a market cap of $61.26 billion, a P/E ratio of 33.33 and a beta of 1.11. The stock has a 50 day simple moving average of $120.92 and a two-hundred day simple moving average of $121.44. iShares S&P 500 Growth ETF has a fifty-two week low of $79.31 and a fifty-two week 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.