iShares S&P 500 Growth ETF $IVW Stake Lifted by Calamos Wealth Management LLC

Calamos Wealth Management LLC lifted its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 2.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,107,429 shares of the company’s stock after acquiring an additional 24,492 shares during the period. iShares S&P 500 Growth ETF accounts for about 4.8% of Calamos Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. Calamos Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $133,689,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Baker Tilly Wealth Management LLC grew its stake in iShares S&P 500 Growth ETF by 1.9% in the third quarter. Baker Tilly Wealth Management LLC now owns 4,745 shares of the company’s stock worth $573,000 after purchasing an additional 88 shares during the period. Comprehensive Financial Planning Inc. PA boosted its holdings in shares of iShares S&P 500 Growth ETF by 0.5% during the 2nd quarter. Comprehensive Financial Planning Inc. PA now owns 16,981 shares of the company’s stock valued at $1,870,000 after buying an additional 90 shares in the last quarter. Dominguez Wealth Management Solutions Inc. boosted its holdings in shares of iShares S&P 500 Growth ETF by 0.6% during the 3rd quarter. Dominguez Wealth Management Solutions Inc. now owns 16,204 shares of the company’s stock valued at $1,956,000 after buying an additional 90 shares in the last quarter. Berger Financial Group Inc increased its stake in shares of iShares S&P 500 Growth ETF by 1.6% in the 3rd quarter. Berger Financial Group Inc now owns 5,954 shares of the company’s stock worth $719,000 after acquiring an additional 93 shares in the last quarter. Finally, LongView Wealth Management lifted its position in iShares S&P 500 Growth ETF by 0.9% during the 2nd quarter. LongView Wealth Management now owns 10,811 shares of the company’s stock valued at $1,190,000 after acquiring an additional 94 shares during the period.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA:IVW opened at $124.16 on Wednesday. The firm has a market capitalization of $67.40 billion, a P/E ratio of 33.33 and a beta of 1.11. iShares S&P 500 Growth ETF has a one year low of $79.31 and a one year high of $126.61. The company’s 50-day simple moving average is $122.91 and its 200 day simple moving average is $117.75.

About iShares S&P 500 Growth ETF

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.