J.W. Cole Advisors Inc. Lowers Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

J.W. Cole Advisors Inc. lessened its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 247,374 shares of the company’s stock after selling 4,679 shares during the quarter. iShares S&P 500 Growth ETF accounts for 1.0% of J.W. Cole Advisors Inc.’s investment portfolio, making the stock its 12th biggest position. J.W. Cole Advisors Inc.’s holdings in iShares S&P 500 Growth ETF were worth $25,116,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in IVW. Hantz Financial Services Inc. purchased a new position in iShares S&P 500 Growth ETF in the 4th quarter worth $40,000. Compass Financial Services Inc purchased a new position in iShares S&P 500 Growth ETF in the 4th quarter worth $40,000. POM Investment Strategies LLC grew its holdings in iShares S&P 500 Growth ETF by 194.8% in the 4th quarter. POM Investment Strategies LLC now owns 457 shares of the company’s stock worth $46,000 after acquiring an additional 302 shares during the last quarter. Element Wealth LLC grew its holdings in iShares S&P 500 Growth ETF by 31.1% in the 3rd quarter. Element Wealth LLC now owns 577 shares of the company’s stock worth $55,000 after acquiring an additional 137 shares during the last quarter. Finally, Valued Wealth Advisors LLC grew its holdings in iShares S&P 500 Growth ETF by 160.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 601 shares of the company’s stock worth $58,000 after acquiring an additional 370 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Up 0.2 %

Shares of iShares S&P 500 Growth ETF stock opened at $106.63 on Friday. The firm has a market cap of $55.86 billion, a PE ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 12-month low of $79.07 and a 12-month high of $107.14. The company’s fifty day simple moving average is $103.85 and its two-hundred day simple moving average is $98.24.

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.