Vestia Personal Wealth Advisors Has $254,000 Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Vestia Personal Wealth Advisors decreased its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 5.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,500 shares of the company’s stock after selling 145 shares during the quarter. Vestia Personal Wealth Advisors’ holdings in iShares S&P 500 Growth ETF were worth $254,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Hantz Financial Services Inc. bought a new stake in iShares S&P 500 Growth ETF in the fourth quarter worth approximately $40,000. Element Wealth LLC boosted its holdings in iShares S&P 500 Growth ETF by 31.1% in the third quarter. Element Wealth LLC now owns 577 shares of the company’s stock worth $55,000 after purchasing an additional 137 shares in the last quarter. Valued Wealth Advisors LLC increased its position in iShares S&P 500 Growth ETF by 160.2% during the third quarter. Valued Wealth Advisors LLC now owns 601 shares of the company’s stock worth $58,000 after buying an additional 370 shares during the last quarter. Copley Financial Group Inc. bought a new position in iShares S&P 500 Growth ETF during the third quarter valued at about $64,000. Finally, ORG Wealth Partners LLC acquired a new stake in shares of iShares S&P 500 Growth ETF in the third quarter worth about $66,000.

iShares S&P 500 Growth ETF Stock Performance

IVW opened at $104.42 on Wednesday. The stock has a 50-day moving average of $103.27 and a 200-day moving average of $97.52. iShares S&P 500 Growth ETF has a 52-week low of $79.07 and a 52-week high of $107.14. The company has a market cap of $54.71 billion, a PE ratio of 28.52 and a beta of 1.14.

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.