Willner & Heller LLC Lowers Position in iShares S&P 500 Growth ETF $IVW

Willner & Heller LLC cut its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 17.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,489 shares of the company’s stock after selling 739 shares during the quarter. Willner & Heller LLC’s holdings in iShares S&P 500 Growth ETF were worth $384,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of IVW. Precedent Wealth Partners LLC purchased a new stake in shares of iShares S&P 500 Growth ETF during the second quarter valued at approximately $285,000. Barrett & Company Inc. grew its holdings in iShares S&P 500 Growth ETF by 12.8% during the second quarter. Barrett & Company Inc. now owns 143,761 shares of the company’s stock valued at $15,828,000 after purchasing an additional 16,359 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in iShares S&P 500 Growth ETF by 84.5% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 23,769 shares of the company’s stock valued at $2,617,000 after purchasing an additional 10,883 shares during the period. River Street Advisors LLC grew its holdings in iShares S&P 500 Growth ETF by 28.6% during the second quarter. River Street Advisors LLC now owns 6,451 shares of the company’s stock valued at $710,000 after purchasing an additional 1,433 shares during the period. Finally, Hilltop National Bank bought a new position in iShares S&P 500 Growth ETF during the second quarter valued at $3,366,000.

iShares S&P 500 Growth ETF Trading Down 0.3%

Shares of NYSEARCA IVW opened at $121.06 on Friday. The stock has a fifty day simple moving average of $116.68 and a two-hundred day simple moving average of $106.29. iShares S&P 500 Growth ETF has a 1-year low of $79.31 and a 1-year high of $121.92. The firm has a market cap of $66.00 billion, a price-to-earnings ratio of 33.33 and a beta of 1.05.

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.