Horizon Family Wealth Inc. Increases Stock Holdings in iShares S&P 500 Growth ETF $IVW

Horizon Family Wealth Inc. increased its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 3.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 101,059 shares of the company’s stock after buying an additional 3,190 shares during the quarter. iShares S&P 500 Growth ETF makes up 6.8% of Horizon Family Wealth Inc.’s holdings, making the stock its 5th biggest position. Horizon Family Wealth Inc.’s holdings in iShares S&P 500 Growth ETF were worth $11,127,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Sax Wealth Advisors LLC increased its stake 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 purchasing an additional 10,572 shares during the period. Atlantic Union Bankshares Corp grew its holdings 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 buying an additional 6,761 shares in the last quarter. Embree Financial Group increased its position 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 worth $920,000 after buying an additional 4,204 shares during the period. Semus Wealth Partners LLC increased its position in iShares S&P 500 Growth ETF by 4.8% during the 1st quarter. Semus Wealth Partners LLC now owns 11,283 shares of the company’s stock worth $1,047,000 after buying an additional 518 shares during the period. Finally, Advyzon Investment Management LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 59.4% during the second quarter. Advyzon Investment Management LLC now owns 4,694 shares of the company’s stock worth $517,000 after buying an additional 1,750 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Performance

IVW stock opened at $121.04 on Friday. iShares S&P 500 Growth ETF has a 52 week low of $79.31 and a 52 week high of $126.61. The company has a market capitalization of $65.71 billion, a PE ratio of 33.33 and a beta of 1.11. The company’s 50-day simple moving average is $121.26 and its 200 day simple moving average is $113.03.

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.