Barrett & Company Inc. Grows Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Barrett & Company Inc. increased its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 3.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 126,244 shares of the company’s stock after acquiring an additional 4,138 shares during the quarter. iShares S&P 500 Growth ETF accounts for about 5.4% of Barrett & Company Inc.’s holdings, making the stock its 3rd largest position. Barrett & Company Inc.’s holdings in iShares S&P 500 Growth ETF were worth $12,818,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in IVW. Alpha Financial Partners LLC acquired a new stake in shares of iShares S&P 500 Growth ETF during the third quarter valued at approximately $11,343,000. Daymark Wealth Partners LLC raised its holdings in shares of iShares S&P 500 Growth ETF by 1.1% during the third quarter. Daymark Wealth Partners LLC now owns 37,413 shares of the company’s stock valued at $3,582,000 after acquiring an additional 405 shares during the period. Quotient Wealth Partners LLC raised its holdings in shares of iShares S&P 500 Growth ETF by 5.6% during the third quarter. Quotient Wealth Partners LLC now owns 57,919 shares of the company’s stock valued at $5,546,000 after acquiring an additional 3,058 shares during the period. Pinnacle Bancorp Inc. raised its holdings in shares of iShares S&P 500 Growth ETF by 80.9% during the third quarter. Pinnacle Bancorp Inc. now owns 16,352 shares of the company’s stock valued at $1,566,000 after acquiring an additional 7,312 shares during the period. Finally, Watts Gwilliam & Co. LLC acquired a new stake in shares of iShares S&P 500 Growth ETF during the third quarter valued at approximately $10,776,000.

iShares S&P 500 Growth ETF Price Performance

IVW stock opened at $105.68 on Friday. iShares S&P 500 Growth ETF has a 52-week low of $79.07 and a 52-week high of $107.14. The company’s 50 day simple moving average is $103.48 and its 200-day simple moving average is $97.63. The firm has a market capitalization of $55.37 billion, a P/E ratio of 28.52 and a beta of 1.14.

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.