Dynasty Wealth Management LLC Has $17.79 Million Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Dynasty Wealth Management LLC grew its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 167.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 175,178 shares of the company’s stock after buying an additional 109,730 shares during the quarter. Dynasty Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $17,786,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Allspring Global Investments Holdings LLC lifted its position in shares of iShares S&P 500 Growth ETF by 35,928.6% during the third quarter. Allspring Global Investments Holdings LLC now owns 2,522 shares of the company’s stock worth $241,000 after purchasing an additional 2,515 shares in the last quarter. Evermay Wealth Management LLC increased its holdings in shares of iShares S&P 500 Growth ETF by 22.5% in the third quarter. Evermay Wealth Management LLC now owns 1,998 shares of the company’s stock valued at $191,000 after purchasing an additional 367 shares in the last quarter. Diversify Wealth Management LLC raised its position in iShares S&P 500 Growth ETF by 64.0% in the 3rd quarter. Diversify Wealth Management LLC now owns 4,462 shares of the company’s stock worth $430,000 after purchasing an additional 1,741 shares during the last quarter. JFS Wealth Advisors LLC lifted its holdings in iShares S&P 500 Growth ETF by 4.5% during the 3rd quarter. JFS Wealth Advisors LLC now owns 176,069 shares of the company’s stock worth $16,859,000 after buying an additional 7,620 shares in the last quarter. Finally, Fiducient Advisors LLC boosted its position in iShares S&P 500 Growth ETF by 2.5% in the 3rd quarter. Fiducient Advisors LLC now owns 15,618 shares of the company’s stock valued at $1,495,000 after buying an additional 381 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Down 2.6 %

Shares of IVW opened at $99.34 on Friday. The stock’s fifty day simple moving average is $103.86 and its 200-day simple moving average is $99.26. The firm has a market capitalization of $55.43 billion, a PE ratio of 33.87 and a beta of 1.07. iShares S&P 500 Growth ETF has a 12-month low of $79.07 and a 12-month high of $107.14.

About iShares S&P 500 Growth ETF

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.