iShares S&P 500 Growth ETF (IVW) Holdings Increased by AE Wealth Management LLC

AE Wealth Management LLC grew its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 103.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,326 shares of the company’s stock after buying an additional 3,217 shares during the period. AE Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $1,029,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Cypress Wealth Services LLC acquired a new stake in shares of iShares S&P 500 Growth ETF during the second quarter worth about $424,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors acquired a new stake in shares of iShares S&P 500 Growth ETF during the second quarter worth about $117,000. RPg Family Wealth Advisory LLC acquired a new stake in shares of iShares S&P 500 Growth ETF during the second quarter worth about $321,000. Valeo Financial Advisors LLC increased its position in shares of iShares S&P 500 Growth ETF by 46.3% during the second quarter. Valeo Financial Advisors LLC now owns 5,907 shares of the company’s stock worth $1,007,000 after purchasing an additional 1,870 shares in the last quarter. Finally, Epstein & White Financial LLC acquired a new stake in shares of iShares S&P 500 Growth ETF during the second quarter worth about $28,579,000.

IVW opened at $176.21 on Friday. iShares S&P 500 Growth ETF has a one year low of $141.60 and a one year high of $177.02.

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.

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Institutional Ownership by Quarter for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

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