Capital Advisors Ltd. LLC Boosts Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Capital Advisors Ltd. LLC grew its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 156,091 shares of the company’s stock after buying an additional 2,500 shares during the quarter. iShares S&P 500 Growth ETF accounts for about 1.7% of Capital Advisors Ltd. LLC’s investment portfolio, making the stock its 15th largest holding. Capital Advisors Ltd. LLC’s holdings in iShares S&P 500 Growth ETF were worth $13,180,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Financial Connections Group Inc. acquired a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter worth approximately $28,000. Goodwin Investment Advisory acquired a new position in iShares S&P 500 Growth ETF in the fourth quarter worth $29,000. Life Planning Partners Inc bought a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter worth about $32,000. Northwest Financial Advisors acquired a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter valued at about $38,000. Finally, Ruedi Wealth Management Inc. raised its stake in iShares S&P 500 Growth ETF by 1,361.4% during the fourth quarter. Ruedi Wealth Management Inc. now owns 643 shares of the company’s stock worth $48,000 after acquiring an additional 599 shares during the period.

iShares S&P 500 Growth ETF Stock Up 0.8 %

IVW stock traded up $0.77 during midday trading on Tuesday, reaching $94.00. The company had a trading volume of 1,869,096 shares, compared to its average volume of 3,376,974. The firm has a market capitalization of $49.25 billion, a PE ratio of 28.52 and a beta of 1.14. The stock has a 50 day moving average price of $87.28 and a 200 day moving average price of $82.60. iShares S&P 500 Growth ETF has a fifty-two week low of $65.53 and a fifty-two week high of $94.17.

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.