Eldridge Investment Advisors Inc. lessened its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 12.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 5,200 shares of the company’s stock after selling 764 shares during the period. Eldridge Investment Advisors Inc.’s holdings in iShares S&P 500 Growth ETF were worth $528,000 at the end of the most recent reporting period.
Other large investors have also recently modified their holdings of the company. Strategic Financial Concepts LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 10,066.9% during the 4th quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock valued at $479,000 after purchasing an additional 421,703 shares in the last quarter. Advyzon Investment Management LLC bought a new stake in shares of iShares S&P 500 Growth ETF during the 4th quarter valued at about $420,000. River Street Advisors LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 17.5% during the 3rd quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock valued at $956,000 after purchasing an additional 1,483 shares in the last quarter. Encompass Wealth Advisors LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 2.0% during the 4th quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock valued at $37,319,000 after purchasing an additional 7,349 shares in the last quarter. Finally, Perigon Wealth Management LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 3.9% during the 4th quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock valued at $10,760,000 after purchasing an additional 3,942 shares in the last quarter.
iShares S&P 500 Growth ETF Trading Up 2.6 %
Shares of IVW opened at $94.82 on Friday. The firm’s 50-day moving average price is $102.27 and its 200-day moving average price is $99.58. The firm has a market capitalization of $52.36 billion, a price-to-earnings ratio of 30.05 and a beta of 1.08. iShares S&P 500 Growth ETF has a 1-year low of $79.07 and a 1-year high of $107.14.
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.
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