Kraft Davis & Associates LLC reduced its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 13.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 74,792 shares of the company’s stock after selling 12,021 shares during the quarter. iShares S&P 500 Growth ETF comprises 2.2% of Kraft Davis & Associates LLC’s portfolio, making the stock its 16th biggest holding. Kraft Davis & Associates LLC’s holdings in iShares S&P 500 Growth ETF were worth $7,853,000 at the end of the most recent quarter.
A number of other institutional investors have also made changes to their positions in the business. Strategic Financial Concepts LLC raised its stake in 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 during the last quarter. Advyzon Investment Management LLC bought a new stake in shares of iShares S&P 500 Growth ETF in the 4th quarter worth approximately $420,000. Encompass Wealth Advisors LLC grew its holdings 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 worth $37,319,000 after purchasing an additional 7,349 shares in the last quarter. Amundi increased its position in shares of iShares S&P 500 Growth ETF by 464.0% during the fourth quarter. Amundi now owns 13,711 shares of the company’s stock valued at $1,392,000 after purchasing an additional 11,280 shares during the period. Finally, Perigon Wealth Management LLC raised its stake in shares of iShares S&P 500 Growth ETF by 3.9% in the fourth 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 Price Performance
Shares of iShares S&P 500 Growth ETF stock opened at $82.96 on Wednesday. The company’s fifty day moving average price is $98.11 and its two-hundred day moving average price is $99.56. The firm has a market capitalization of $45.67 billion, a PE ratio of 30.22 and a beta of 1.08. iShares S&P 500 Growth ETF has a 52-week low of $79.07 and a 52-week 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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