iShares S&P 500 Growth ETF (NYSEARCA:IVW) Holdings Boosted by Kapstone Financial Advisors LLC

Kapstone Financial Advisors LLC boosted its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 14.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 34,843 shares of the company’s stock after buying an additional 4,284 shares during the period. iShares S&P 500 Growth ETF accounts for about 2.0% of Kapstone Financial Advisors LLC’s investment portfolio, making the stock its 9th biggest holding. Kapstone Financial Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $3,616,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Dakota Wealth Management lifted its stake in shares of iShares S&P 500 Growth ETF by 1.2% during the 4th quarter. Dakota Wealth Management now owns 7,935 shares of the company’s stock worth $806,000 after purchasing an additional 97 shares during the last quarter. waypoint wealth counsel lifted its position in shares of iShares S&P 500 Growth ETF by 0.4% during the fourth quarter. waypoint wealth counsel now owns 27,282 shares of the company’s stock valued at $2,770,000 after buying an additional 99 shares during the last quarter. Gradient Investments LLC boosted its holdings in shares of iShares S&P 500 Growth ETF by 2.7% in the 4th quarter. Gradient Investments LLC now owns 3,901 shares of the company’s stock valued at $396,000 after buying an additional 103 shares in the last quarter. HTLF Bank boosted its holdings in shares of iShares S&P 500 Growth ETF by 2.0% in the 4th quarter. HTLF Bank now owns 5,252 shares of the company’s stock valued at $533,000 after buying an additional 104 shares in the last quarter. Finally, Boston Family Office LLC grew its position in shares of iShares S&P 500 Growth ETF by 0.4% in the 3rd quarter. Boston Family Office LLC now owns 26,064 shares of the company’s stock worth $2,496,000 after buying an additional 105 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Down 2.5 %

NYSEARCA:IVW opened at $98.60 on Tuesday. The stock has a market capitalization of $55.02 billion, a price-to-earnings ratio of 33.87 and a beta of 1.07. iShares S&P 500 Growth ETF has a 52 week low of $79.07 and a 52 week high of $107.14. The firm has a 50 day moving average of $103.73 and a 200 day moving average of $99.51.

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.