8,166 Shares in iShares S&P 500 Growth ETF (NYSEARCA:IVW) Bought by Lakeshore Financial Planning Inc.

Lakeshore Financial Planning Inc. acquired a new stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 8,166 shares of the company’s stock, valued at approximately $782,000. iShares S&P 500 Growth ETF makes up about 0.3% of Lakeshore Financial Planning Inc.’s investment portfolio, making the stock its 21st largest holding.

Other institutional investors have also modified their holdings of the company. 1620 Investment Advisors Inc. purchased a new position in iShares S&P 500 Growth ETF in the 2nd quarter valued at about $34,000. Financial Connections Group Inc. acquired a new position in shares of iShares S&P 500 Growth ETF during the second quarter valued at approximately $35,000. CarsonAllaria Wealth Management Ltd. lifted its position in shares of iShares S&P 500 Growth ETF by 45.5% in the first quarter. CarsonAllaria Wealth Management Ltd. now owns 400 shares of the company’s stock valued at $34,000 after acquiring an additional 125 shares in the last quarter. Davis Capital Management boosted its stake in shares of iShares S&P 500 Growth ETF by 78.4% in the third quarter. Davis Capital Management now owns 412 shares of the company’s stock worth $39,000 after acquiring an additional 181 shares during the last quarter. Finally, GPS Wealth Strategies Group LLC increased its position in shares of iShares S&P 500 Growth ETF by 91.3% during the second quarter. GPS Wealth Strategies Group LLC now owns 417 shares of the company’s stock worth $39,000 after purchasing an additional 199 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA IVW opened at $100.83 on Friday. The business has a fifty day moving average price of $94.94 and a 200 day moving average price of $91.41. The company has a market cap of $52.82 billion, a P/E ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a one year low of $69.67 and a one year high of $100.97.

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.