Capital Advisors Ltd. LLC Cuts Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Capital Advisors Ltd. LLC reduced its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 0.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 153,591 shares of the company’s stock after selling 281 shares during the quarter. iShares S&P 500 Growth ETF accounts for about 1.6% of Capital Advisors Ltd. LLC’s holdings, making the stock its 15th largest holding. Capital Advisors Ltd. LLC’s holdings in iShares S&P 500 Growth ETF were worth $11,535,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Western Wealth Management LLC boosted its holdings in shares of iShares S&P 500 Growth ETF by 2.8% in the 3rd quarter. Western Wealth Management LLC now owns 229,483 shares of the company’s stock worth $15,701,000 after purchasing an additional 6,320 shares in the last quarter. TrueWealth Advisors LLC purchased a new position in shares of iShares S&P 500 Growth ETF in the 3rd quarter worth about $204,000. Dfpg Investments LLC boosted its holdings in shares of iShares S&P 500 Growth ETF by 15.0% in the 4th quarter. Dfpg Investments LLC now owns 17,478 shares of the company’s stock worth $1,281,000 after purchasing an additional 2,277 shares in the last quarter. Northern Trust Corp boosted its holdings in iShares S&P 500 Growth ETF by 1.4% during the 3rd quarter. Northern Trust Corp now owns 586,956 shares of the company’s stock valued at $40,160,000 after acquiring an additional 8,195 shares during the period. Finally, Financial Perspectives Inc boosted its holdings in iShares S&P 500 Growth ETF by 2.5% during the 4th quarter. Financial Perspectives Inc now owns 90,929 shares of the company’s stock valued at $6,829,000 after acquiring an additional 2,209 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

IVW stock traded up $0.01 during trading on Wednesday, hitting $81.41. 2,306,321 shares of the company traded hands, compared to its average volume of 3,642,422. The firm has a market capitalization of $42.72 billion, a PE ratio of 28.34 and a beta of 1.10. iShares S&P 500 Growth ETF has a 1 year low of $63.10 and a 1 year high of $85.56. The company has a 50-day moving average of $83.01 and a 200-day moving average of $76.88.

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.