Simplicity Wealth LLC Raises Position in iShares S&P 500 Growth ETF $IVW

Simplicity Wealth LLC lifted its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 7.8% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 71,221 shares of the company’s stock after purchasing an additional 5,145 shares during the quarter. Simplicity Wealth LLC’s holdings in iShares S&P 500 Growth ETF were worth $8,056,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Brookstone Capital Management lifted its holdings in shares of iShares S&P 500 Growth ETF by 5.7% in the 4th quarter. Brookstone Capital Management now owns 237,167 shares of the company’s stock worth $29,233,000 after acquiring an additional 12,778 shares during the last quarter. Capital Advantage Inc. grew its holdings in iShares S&P 500 Growth ETF by 40.9% during the 4th quarter. Capital Advantage Inc. now owns 25,498 shares of the company’s stock valued at $3,143,000 after purchasing an additional 7,396 shares during the last quarter. Lido Advisors LLC grew its holdings in iShares S&P 500 Growth ETF by 6.5% during the 3rd quarter. Lido Advisors LLC now owns 3,639,449 shares of the company’s stock valued at $439,354,000 after purchasing an additional 221,311 shares during the last quarter. Chatterton & Associates Inc. raised its position in iShares S&P 500 Growth ETF by 33.5% in the 1st quarter. Chatterton & Associates Inc. now owns 44,180 shares of the company’s stock worth $5,306,000 after purchasing an additional 11,089 shares during the period. Finally, Embree Financial Group lifted its stake in iShares S&P 500 Growth ETF by 61.2% in the fourth quarter. Embree Financial Group now owns 61,699 shares of the company’s stock worth $7,605,000 after purchasing an additional 23,416 shares during the last quarter.

iShares S&P 500 Growth ETF Price Performance

Shares of NYSEARCA:IVW traded up $0.82 during trading hours on Friday, hitting $138.59. 1,005,223 shares of the company’s stock traded hands, compared to its average volume of 3,851,213. iShares S&P 500 Growth ETF has a 1 year low of $108.13 and a 1 year high of $141.98. The firm has a market capitalization of $75.49 billion, a P/E ratio of 33.33 and a beta of 1.17. The business has a fifty day moving average price of $136.32 and a 200-day moving average price of $126.62.

iShares S&P 500 Growth ETF 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.