iShares S&P 500 Growth ETF (NYSEARCA:IVW) Holdings Trimmed by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC trimmed its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 5.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 306,896 shares of the company’s stock after selling 17,811 shares during the period. iShares S&P 500 Growth ETF comprises approximately 0.8% of Concurrent Investment Advisors LLC’s portfolio, making the stock its 22nd biggest holding. Concurrent Investment Advisors LLC owned about 0.06% of iShares S&P 500 Growth ETF worth $31,159,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in IVW. Dakota Wealth Management raised its position in iShares S&P 500 Growth ETF by 1.2% during the fourth quarter. Dakota Wealth Management now owns 7,935 shares of the company’s stock valued at $806,000 after acquiring an additional 97 shares in the last quarter. waypoint wealth counsel raised its position in shares of iShares S&P 500 Growth ETF by 0.4% in the fourth quarter. waypoint wealth counsel now owns 27,282 shares of the company’s stock valued at $2,770,000 after purchasing an additional 99 shares during the period. Gradient Investments LLC grew its stake in shares of iShares S&P 500 Growth ETF by 2.7% in the fourth quarter. Gradient Investments LLC now owns 3,901 shares of the company’s stock worth $396,000 after acquiring an additional 103 shares during the last quarter. HTLF Bank grew its stake in shares of iShares S&P 500 Growth ETF by 2.0% in the fourth quarter. HTLF Bank now owns 5,252 shares of the company’s stock worth $533,000 after acquiring an additional 104 shares during the last quarter. Finally, Boston Family Office LLC grew its stake in shares of iShares S&P 500 Growth ETF by 0.4% in the third quarter. Boston Family Office LLC now owns 26,064 shares of the company’s stock worth $2,496,000 after acquiring an additional 105 shares during the last quarter.

iShares S&P 500 Growth ETF Trading Up 0.0 %

Shares of iShares S&P 500 Growth ETF stock opened at $106.69 on Thursday. iShares S&P 500 Growth ETF has a 1 year low of $79.07 and a 1 year high of $107.14. The company’s fifty day simple moving average is $104.02 and its 200-day simple moving average is $98.67. The company has a market cap of $59.53 billion, a price-to-earnings ratio of 33.87 and a beta of 1.07.

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.