R. W. Roge & Company Inc. Has $5.61 Million Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

R. W. Roge & Company Inc. cut its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 55,221 shares of the company’s stock after selling 1,339 shares during the period. iShares S&P 500 Growth ETF accounts for approximately 3.0% of R. W. Roge & Company Inc.’s investment portfolio, making the stock its 10th biggest holding. R. W. Roge & Company Inc.’s holdings in iShares S&P 500 Growth ETF were worth $5,606,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Hantz Financial Services Inc. acquired a new stake in shares of iShares S&P 500 Growth ETF in the 4th quarter valued at about $40,000. Compass Financial Services Inc bought a new stake in shares of iShares S&P 500 Growth ETF in the 4th quarter worth approximately $40,000. POM Investment Strategies LLC raised its holdings in iShares S&P 500 Growth ETF by 194.8% during the 4th quarter. POM Investment Strategies LLC now owns 457 shares of the company’s stock valued at $46,000 after acquiring an additional 302 shares during the period. Element Wealth LLC raised its holdings in iShares S&P 500 Growth ETF by 31.1% during the 3rd quarter. Element Wealth LLC now owns 577 shares of the company’s stock valued at $55,000 after acquiring an additional 137 shares during the period. Finally, Valued Wealth Advisors LLC raised its holdings in iShares S&P 500 Growth ETF by 160.2% during the 3rd quarter. Valued Wealth Advisors LLC now owns 601 shares of the company’s stock valued at $58,000 after acquiring an additional 370 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

iShares S&P 500 Growth ETF stock opened at $105.05 on Thursday. The stock has a market cap of $55.04 billion, a P/E ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a fifty-two week low of $79.07 and a fifty-two week high of $107.14. The firm’s fifty day moving average price is $103.70 and its 200-day moving average price is $98.02.

About iShares S&P 500 Growth ETF

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.