Curio Wealth LLC Takes $53,000 Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Curio Wealth LLC acquired a new stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 519 shares of the company’s stock, valued at approximately $53,000.

A number of other large investors have also made changes to their positions in the stock. Raymond James Financial Inc. bought a new position in shares of iShares S&P 500 Growth ETF during the 4th quarter worth about $456,880,000. Wealthfront Advisers LLC bought a new position in shares of iShares S&P 500 Growth ETF during the 4th quarter worth about $350,009,000. The Manufacturers Life Insurance Company bought a new position in shares of iShares S&P 500 Growth ETF during the 3rd quarter worth about $82,464,000. Arvest Bank Trust Division bought a new position in shares of iShares S&P 500 Growth ETF during the 3rd quarter worth about $56,971,000. Finally, Strategic Financial Concepts LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 10,066.9% during the 4th quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock worth $479,000 after acquiring an additional 421,703 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA:IVW opened at $95.14 on Tuesday. The company has a 50-day moving average of $102.09 and a 200-day moving average of $99.65. The company has a market capitalization of $52.54 billion, a price-to-earnings ratio of 30.05 and a beta of 1.08. iShares S&P 500 Growth ETF has a 52 week low of $79.07 and a 52 week high of $107.14.

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.