Rothschild Wealth LLC Has $17.83 Million Stake in iShares S&P 500 Growth ETF $IVW

Rothschild Wealth LLC lifted its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 8.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 144,625 shares of the company’s stock after purchasing an additional 11,162 shares during the quarter. iShares S&P 500 Growth ETF comprises about 2.1% of Rothschild Wealth LLC’s investment portfolio, making the stock its 7th biggest position. Rothschild Wealth LLC’s holdings in iShares S&P 500 Growth ETF were worth $17,827,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in IVW. Thrivent Financial for Lutherans increased its stake in iShares S&P 500 Growth ETF by 196.9% in the 3rd quarter. Thrivent Financial for Lutherans now owns 1,441,392 shares of the company’s stock worth $174,005,000 after acquiring an additional 955,862 shares during the last quarter. Valpey Financial Services LLC increased its stake in iShares S&P 500 Growth ETF by 11,889.3% in the 4th quarter. Valpey Financial Services LLC now owns 712,286 shares of the company’s stock worth $87,796,000 after acquiring an additional 706,345 shares during the last quarter. AlphaCore Capital LLC increased its stake in iShares S&P 500 Growth ETF by 522.0% in the 4th quarter. AlphaCore Capital LLC now owns 299,535 shares of the company’s stock worth $36,921,000 after acquiring an additional 251,375 shares during the last quarter. Lido Advisors LLC increased its stake in iShares S&P 500 Growth ETF by 6.5% in the 3rd quarter. Lido Advisors LLC now owns 3,639,449 shares of the company’s stock worth $439,354,000 after acquiring an additional 221,311 shares during the last quarter. Finally, Sofi Wealth LLC increased its stake in iShares S&P 500 Growth ETF by 10.4% in the 4th quarter. Sofi Wealth LLC now owns 2,104,088 shares of the company’s stock worth $259,350,000 after acquiring an additional 198,832 shares during the last quarter.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA:IVW opened at $140.36 on Monday. iShares S&P 500 Growth ETF has a 1 year low of $102.32 and a 1 year high of $140.82. The stock’s 50 day simple moving average is $126.70 and its two-hundred day simple moving average is $123.64. The company has a market cap of $76.07 billion, a price-to-earnings ratio of 33.33 and a beta of 1.17.

iShares S&P 500 Growth ETF 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.