iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Kapstone Financial Advisors LLC’s 10th Largest Position

Kapstone Financial Advisors LLC grew its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 3.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,559 shares of the company’s stock after purchasing an additional 973 shares during the period. iShares S&P 500 Growth ETF makes up about 1.8% of Kapstone Financial Advisors LLC’s investment portfolio, making the stock its 10th largest position. Kapstone Financial Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $2,911,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Huntington National Bank boosted its position in iShares S&P 500 Growth ETF by 0.3% in the 3rd quarter. Huntington National Bank now owns 2,560,058 shares of the company’s stock valued at $245,126,000 after buying an additional 7,447 shares during the last quarter. Axim Planning & Wealth lifted its stake in shares of iShares S&P 500 Growth ETF by 18.7% in the third quarter. Axim Planning & Wealth now owns 3,734 shares of the company’s stock worth $358,000 after acquiring an additional 587 shares in the last quarter. Schrum Private Wealth Management LLC boosted its holdings in iShares S&P 500 Growth ETF by 128.6% in the third quarter. Schrum Private Wealth Management LLC now owns 5,862 shares of the company’s stock valued at $561,000 after purchasing an additional 3,298 shares during the last quarter. Kovack Advisors Inc. grew its stake in iShares S&P 500 Growth ETF by 147.4% during the 3rd quarter. Kovack Advisors Inc. now owns 10,615 shares of the company’s stock valued at $1,016,000 after purchasing an additional 6,325 shares in the last quarter. Finally, Oppenheimer & Co. Inc. increased its holdings in iShares S&P 500 Growth ETF by 12.1% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 71,845 shares of the company’s stock worth $6,879,000 after purchasing an additional 7,751 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Down 0.3 %

Shares of IVW traded down $0.34 during trading on Thursday, reaching $100.65. The company’s stock had a trading volume of 137,879 shares, compared to its average volume of 2,908,547. The company has a market cap of $52.73 billion, a price-to-earnings ratio of 28.52 and a beta of 1.14. The company has a fifty day moving average of $95.86 and a two-hundred day moving average of $92.09. iShares S&P 500 Growth ETF has a twelve month low of $71.68 and a twelve month high of $101.55.

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.