iShares S&P 500 Growth ETF (NYSEARCA:IVW) Stake Raised by WESPAC Advisors LLC

WESPAC Advisors LLC increased its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 3.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 20,624 shares of the company’s stock after purchasing an additional 730 shares during the period. iShares S&P 500 Growth ETF makes up 1.5% of WESPAC Advisors LLC’s portfolio, making the stock its 9th largest holding. WESPAC Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $2,094,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the company. Strategic Financial Concepts LLC boosted its position in shares of iShares S&P 500 Growth ETF by 10,066.9% during the fourth quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock valued at $479,000 after buying an additional 421,703 shares during the period. Advyzon Investment Management LLC purchased a new position in iShares S&P 500 Growth ETF during the 4th quarter valued at $420,000. River Street Advisors LLC grew its position in iShares S&P 500 Growth ETF by 17.5% in the 3rd quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock valued at $956,000 after acquiring an additional 1,483 shares during the last quarter. Encompass Wealth Advisors LLC increased its stake in iShares S&P 500 Growth ETF by 2.0% in the fourth 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 during the period. Finally, Perigon Wealth Management LLC lifted its position in shares of iShares S&P 500 Growth ETF by 3.9% during the fourth quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock worth $10,760,000 after purchasing an additional 3,942 shares during the last quarter.

iShares S&P 500 Growth ETF Trading Down 2.4 %

NYSEARCA IVW opened at $103.43 on Friday. The stock has a market cap of $57.71 billion, a PE ratio of 33.87 and a beta of 1.07. iShares S&P 500 Growth ETF has a 12 month low of $79.07 and a 12 month high of $107.14. The company’s 50-day moving average price is $104.04 and its 200-day moving average price is $98.94.

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.