Calton & Associates Inc. Has $3.94 Million Stock Holdings in iShares S&P 500 Growth ETF $IVW

Calton & Associates Inc. grew its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 17.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 31,967 shares of the company’s stock after acquiring an additional 4,700 shares during the quarter. Calton & Associates Inc.’s holdings in iShares S&P 500 Growth ETF were worth $3,940,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Valpey Financial Services LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 11,889.3% during the fourth quarter. Valpey Financial Services LLC now owns 712,286 shares of the company’s stock valued at $87,796,000 after acquiring an additional 706,345 shares during the period. AlphaCore Capital LLC raised its holdings in shares of iShares S&P 500 Growth ETF by 522.0% in the fourth quarter. AlphaCore Capital LLC now owns 299,535 shares of the company’s stock valued at $36,921,000 after buying an additional 251,375 shares during the last quarter. Lido Advisors LLC raised its holdings in shares of iShares S&P 500 Growth ETF by 6.5% in the third quarter. Lido Advisors LLC now owns 3,639,449 shares of the company’s stock valued at $439,354,000 after buying an additional 221,311 shares during the last quarter. Sofi Wealth LLC increased its holdings in shares of iShares S&P 500 Growth ETF by 10.4% in the fourth quarter. Sofi Wealth LLC now owns 2,104,088 shares of the company’s stock valued at $259,350,000 after purchasing an additional 198,832 shares in the last quarter. Finally, Vestmark Advisory Solutions Inc. increased its stake in shares of iShares S&P 500 Growth ETF by 231.7% in the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 273,381 shares of the company’s stock valued at $33,003,000 after buying an additional 190,970 shares during the period.

iShares S&P 500 Growth ETF Stock Down 0.1%

Shares of IVW stock opened at $141.38 on Wednesday. The stock has a 50-day moving average price of $127.21 and a 200 day moving average price of $123.77. The firm has a market cap of $76.62 billion, a price-to-earnings ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 12 month low of $104.02 and a 12 month high of $141.98.

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.