iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Vertex Planning Partners LLC’s 10th Largest Position

Vertex Planning Partners LLC lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 2.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 104,255 shares of the company’s stock after selling 2,290 shares during the period. iShares S&P 500 Growth ETF comprises approximately 2.3% of Vertex Planning Partners LLC’s holdings, making the stock its 10th biggest holding. Vertex Planning Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $10,585,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently made changes to their positions in the stock. Strategic Financial Concepts LLC lifted its position in 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 in the last quarter. Advyzon Investment Management LLC acquired a new position in shares of iShares S&P 500 Growth ETF during the 4th quarter valued at $420,000. Encompass Wealth Advisors LLC boosted its position in 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 during the period. Perigon Wealth Management LLC increased its holdings in iShares S&P 500 Growth ETF by 3.9% in the 4th 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. Finally, Amundi increased its holdings in iShares S&P 500 Growth ETF by 464.0% in the 4th quarter. Amundi now owns 13,711 shares of the company’s stock valued at $1,392,000 after purchasing an additional 11,280 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

Shares of IVW opened at $94.86 on Friday. iShares S&P 500 Growth ETF has a 12 month low of $79.07 and a 12 month high of $107.14. The stock’s 50-day moving average is $101.04 and its two-hundred day moving average is $99.77. The stock has a market cap of $52.22 billion, a PE ratio of 30.22 and a beta of 1.08.

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.