iShares S&P 500 Growth ETF $IVW Position Lessened by Montag A & Associates Inc.

Montag A & Associates Inc. lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 4.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,258 shares of the company’s stock after selling 447 shares during the quarter. Montag A & Associates Inc.’s holdings in iShares S&P 500 Growth ETF were worth $1,019,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Sax Wealth Advisors LLC grew its position in shares of iShares S&P 500 Growth ETF by 142.3% during the second quarter. Sax Wealth Advisors LLC now owns 18,003 shares of the company’s stock worth $1,982,000 after acquiring an additional 10,572 shares during the last quarter. Atlantic Union Bankshares Corp lifted its position in iShares S&P 500 Growth ETF by 114.0% in the 2nd quarter. Atlantic Union Bankshares Corp now owns 12,691 shares of the company’s stock valued at $1,397,000 after purchasing an additional 6,761 shares during the last quarter. Embree Financial Group boosted its stake in iShares S&P 500 Growth ETF by 101.2% during the 2nd quarter. Embree Financial Group now owns 8,357 shares of the company’s stock valued at $920,000 after purchasing an additional 4,204 shares during the period. Semus Wealth Partners LLC grew its position in iShares S&P 500 Growth ETF by 4.8% in the 1st quarter. Semus Wealth Partners LLC now owns 11,283 shares of the company’s stock worth $1,047,000 after purchasing an additional 518 shares during the last quarter. Finally, Sharp Financial Services LLC grew its position in iShares S&P 500 Growth ETF by 11.6% in the 2nd quarter. Sharp Financial Services LLC now owns 228,223 shares of the company’s stock worth $25,127,000 after purchasing an additional 23,728 shares during the last quarter.

iShares S&P 500 Growth ETF Trading Down 0.3%

Shares of NYSEARCA:IVW opened at $123.91 on Wednesday. The firm’s 50 day moving average is $120.90 and its two-hundred day moving average is $112.58. The firm has a market capitalization of $67.26 billion, a P/E ratio of 33.33 and a beta of 1.11. iShares S&P 500 Growth ETF has a 52 week low of $79.31 and a 52 week high of $126.61.

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.