Wescott Financial Advisory Group LLC Has $9.28 Million Stock Holdings in iShares S&P 500 Growth ETF $IVW

Wescott Financial Advisory Group LLC grew its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 3.1% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 84,287 shares of the company’s stock after acquiring an additional 2,500 shares during the quarter. iShares S&P 500 Growth ETF accounts for 0.9% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 23rd biggest position. Wescott Financial Advisory Group LLC’s holdings in iShares S&P 500 Growth ETF were worth $9,280,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IVW. Edgestream Partners L.P. acquired a new stake in iShares S&P 500 Growth ETF in the 1st quarter valued at $310,000. Montag A & Associates Inc. grew its holdings in shares of iShares S&P 500 Growth ETF by 7.2% in the 1st quarter. Montag A & Associates Inc. now owns 9,705 shares of the company’s stock valued at $901,000 after acquiring an additional 652 shares in the last quarter. Chancellor Financial Group WB LP grew its holdings in shares of iShares S&P 500 Growth ETF by 6.7% in the 1st quarter. Chancellor Financial Group WB LP now owns 8,832 shares of the company’s stock valued at $820,000 after acquiring an additional 551 shares in the last quarter. Aire Advisors LLC acquired a new stake in shares of iShares S&P 500 Growth ETF in the first quarter valued at about $204,000. Finally, West Wealth Group LLC raised its holdings in iShares S&P 500 Growth ETF by 1.5% during the first quarter. West Wealth Group LLC now owns 542,892 shares of the company’s stock worth $50,760,000 after acquiring an additional 8,204 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Performance

Shares of NYSEARCA IVW opened at $120.07 on Tuesday. The stock has a 50 day moving average price of $121.33 and a 200 day moving average price of $113.33. The stock has a market capitalization of $65.18 billion, a PE 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.

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.