iShares S&P 500 Growth ETF (NYSEARCA:IVW) Holdings Decreased by Beaumont Financial Advisors LLC

Beaumont Financial Advisors LLC reduced its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 19.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,044 shares of the company’s stock after selling 1,480 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $454,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of IVW. Western Wealth Management LLC raised its holdings in iShares S&P 500 Growth ETF by 2.8% during the 3rd quarter. Western Wealth Management LLC now owns 229,483 shares of the company’s stock worth $15,701,000 after buying an additional 6,320 shares during the period. TrueWealth Advisors LLC acquired a new stake in iShares S&P 500 Growth ETF during the 3rd quarter worth about $204,000. Dfpg Investments LLC raised its holdings in iShares S&P 500 Growth ETF by 15.0% during the 4th quarter. Dfpg Investments LLC now owns 17,478 shares of the company’s stock worth $1,281,000 after buying an additional 2,277 shares during the period. Northern Trust Corp raised its holdings in iShares S&P 500 Growth ETF by 1.4% during the 3rd quarter. Northern Trust Corp now owns 586,956 shares of the company’s stock worth $40,160,000 after buying an additional 8,195 shares during the period. Finally, Riverwater Partners LLC acquired a new position in shares of iShares S&P 500 Growth ETF in the 3rd quarter valued at about $225,000.

iShares S&P 500 Growth ETF Price Performance

Shares of IVW opened at $79.34 on Friday. The company has a market capitalization of $41.63 billion, a price-to-earnings ratio of 28.34 and a beta of 1.10. iShares S&P 500 Growth ETF has a fifty-two week low of $63.10 and a fifty-two week high of $85.56. The business’s 50-day moving average is $83.02 and its 200-day moving average is $76.59.

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.