iShares S&P 500 Growth ETF (NYSEARCA:IVW) Stake Lowered by Sterling Group Wealth Management LLC

Sterling Group Wealth Management LLC trimmed its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,163 shares of the company’s stock after selling 1,423 shares during the period. iShares S&P 500 Growth ETF comprises about 5.3% of Sterling Group Wealth Management LLC’s portfolio, making the stock its 3rd largest position. Sterling Group Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $10,271,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of IVW. River Street Advisors LLC boosted its holdings in shares of 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 buying an additional 1,483 shares in the last quarter. NewEdge Advisors LLC grew its holdings in iShares S&P 500 Growth ETF by 87.6% in the second quarter. NewEdge Advisors LLC now owns 1,485,754 shares of the company’s stock worth $137,492,000 after purchasing an additional 693,848 shares during the last quarter. Citigroup Inc. lifted its holdings in shares of iShares S&P 500 Growth ETF by 11.5% during the 3rd quarter. Citigroup Inc. now owns 336,250 shares of the company’s stock valued at $32,196,000 after purchasing an additional 34,624 shares during the last quarter. Insigneo Advisory Services LLC acquired a new stake in shares of iShares S&P 500 Growth ETF in the 2nd quarter worth $329,000. Finally, Tompkins Financial Corp grew its stake in iShares S&P 500 Growth ETF by 31.0% during the 4th quarter. Tompkins Financial Corp now owns 12,404 shares of the company’s stock worth $1,259,000 after buying an additional 2,936 shares during the last quarter.

iShares S&P 500 Growth ETF Price Performance

Shares of NYSEARCA:IVW opened at $106.65 on Friday. The firm has a market capitalization of $55.87 billion, a P/E ratio of 28.52 and a beta of 1.14. The business’s 50-day moving average is $102.39 and its 200 day moving average is $96.91. iShares S&P 500 Growth ETF has a 1 year low of $77.20 and a 1 year high of $106.65.

iShares S&P 500 Growth ETF Company 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.