iShares S&P 500 Growth ETF $IVW Stock Position Decreased by Forthright Family Wealth Advisory LLC

Forthright Family Wealth Advisory LLC cut its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 11.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 97,332 shares of the company’s stock after selling 12,671 shares during the quarter. iShares S&P 500 Growth ETF makes up approximately 7.2% of Forthright Family Wealth Advisory LLC’s holdings, making the stock its 3rd biggest position. Forthright Family Wealth Advisory LLC’s holdings in iShares S&P 500 Growth ETF were worth $11,750,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. The Manufacturers Life Insurance Company increased its stake in shares of iShares S&P 500 Growth ETF by 329.5% in the second quarter. The Manufacturers Life Insurance Company now owns 1,708,995 shares of the company’s stock worth $188,160,000 after purchasing an additional 1,311,063 shares in the last quarter. Thrivent Financial for Lutherans lifted its stake in shares of iShares S&P 500 Growth ETF by 196.9% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,441,392 shares of the company’s stock valued at $174,005,000 after buying an additional 955,862 shares in the last quarter. Laurel Wealth Advisors LLC boosted its holdings in iShares S&P 500 Growth ETF by 11,334.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 770,011 shares of the company’s stock worth $84,778,000 after buying an additional 763,277 shares during the period. EP Wealth Advisors LLC increased its stake in iShares S&P 500 Growth ETF by 487.9% in the 2nd quarter. EP Wealth Advisors LLC now owns 679,544 shares of the company’s stock worth $74,818,000 after buying an additional 563,960 shares in the last quarter. Finally, Ameriprise Financial Inc. raised its holdings in iShares S&P 500 Growth ETF by 6.9% during the second quarter. Ameriprise Financial Inc. now owns 8,499,823 shares of the company’s stock valued at $935,874,000 after acquiring an additional 547,663 shares during the period.

iShares S&P 500 Growth ETF Stock Down 0.8%

Shares of iShares S&P 500 Growth ETF stock opened at $123.89 on Friday. The company has a market capitalization of $66.41 billion, a price-to-earnings ratio of 33.33 and a beta of 1.11. The stock’s 50-day simple moving average is $123.62 and its 200-day simple moving average is $120.13. 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. 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.