Concurrent Investment Advisors LLC Has $41.16 Million Stock Holdings in iShares S&P 500 Growth ETF $IVW

Concurrent Investment Advisors LLC boosted its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 6.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 299,260 shares of the company’s stock after purchasing an additional 19,278 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $41,157,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Decker Wealth Management LLC acquired a new stake in iShares S&P 500 Growth ETF in the 1st quarter valued at $2,991,000. Chatterton & Associates Inc. raised its stake in iShares S&P 500 Growth ETF by 33.5% during the first quarter. Chatterton & Associates Inc. now owns 44,180 shares of the company’s stock worth $5,306,000 after acquiring an additional 11,089 shares in the last quarter. Pinkerton Wealth LLC raised its stake in iShares S&P 500 Growth ETF by 4.3% during the fourth quarter. Pinkerton Wealth LLC now owns 215,108 shares of the company’s stock worth $26,514,000 after acquiring an additional 8,870 shares in the last quarter. Arcadia Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 68.2% during the second quarter. Arcadia Wealth Management LLC now owns 19,508 shares of the company’s stock valued at $2,683,000 after acquiring an additional 7,908 shares during the period. Finally, MML Investors Services LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 10.9% during the fourth quarter. MML Investors Services LLC now owns 3,645,204 shares of the company’s stock valued at $449,308,000 after acquiring an additional 358,496 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

Shares of NYSEARCA:IVW opened at $140.74 on Friday. The company’s fifty day moving average is $137.64 and its 200-day moving average is $130.68. iShares S&P 500 Growth ETF has a 52 week low of $108.13 and a 52 week high of $143.26. The company has a market capitalization of $76.84 billion, a PE ratio of 33.33 and a beta of 1.17.

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. The Growth Index is a subset of the S&P 500 and consists of those stocks in the S&P 500 exhibiting the strongest growth characteristics.