Theory Financial LLC Has $4.73 Million Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Theory Financial LLC raised its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 46,595 shares of the company’s stock after buying an additional 565 shares during the quarter. iShares S&P 500 Growth ETF accounts for about 2.0% of Theory Financial LLC’s holdings, making the stock its 15th biggest position. Theory Financial LLC’s holdings in iShares S&P 500 Growth ETF were worth $4,731,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in the stock. Dakota Wealth Management increased its stake in iShares S&P 500 Growth ETF by 1.2% in the 4th quarter. Dakota Wealth Management now owns 7,935 shares of the company’s stock valued at $806,000 after buying an additional 97 shares during the period. waypoint wealth counsel increased its stake in iShares S&P 500 Growth ETF by 0.4% in the 4th quarter. waypoint wealth counsel now owns 27,282 shares of the company’s stock valued at $2,770,000 after buying an additional 99 shares during the period. Gradient Investments LLC increased its stake in iShares S&P 500 Growth ETF by 2.7% in the 4th quarter. Gradient Investments LLC now owns 3,901 shares of the company’s stock valued at $396,000 after buying an additional 103 shares during the period. HTLF Bank increased its stake in iShares S&P 500 Growth ETF by 2.0% in the 4th quarter. HTLF Bank now owns 5,252 shares of the company’s stock valued at $533,000 after buying an additional 104 shares during the period. Finally, Boston Family Office LLC increased its stake in iShares S&P 500 Growth ETF by 0.4% in the 3rd quarter. Boston Family Office LLC now owns 26,064 shares of the company’s stock valued at $2,496,000 after buying an additional 105 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

iShares S&P 500 Growth ETF stock opened at $103.43 on Friday. The firm has a market cap of $57.71 billion, a PE ratio of 33.87 and a beta of 1.07. The firm’s 50 day moving average price is $104.04 and its two-hundred day moving average price is $98.94. iShares S&P 500 Growth ETF has a twelve month low of $79.07 and a twelve month high of $107.14.

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.