Curtis Wealth Management LLC Acquires New Shares in iShares S&P 500 Growth ETF $IVW

Curtis Wealth Management LLC purchased a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 63,032 shares of the company’s stock, valued at approximately $7,836,000. iShares S&P 500 Growth ETF makes up approximately 6.9% of Curtis Wealth Management LLC’s portfolio, making the stock its 2nd biggest holding.

Several other large investors also recently modified their holdings of IVW. Turning Point Benefit Group Inc. bought a new stake in shares of iShares S&P 500 Growth ETF in the third quarter worth about $28,000. Decker Retirement Planning Inc. bought a new stake in shares of iShares S&P 500 Growth ETF in the fourth quarter worth about $28,000. Darwin Wealth Management LLC bought a new stake in shares of iShares S&P 500 Growth ETF in the second quarter worth about $30,000. Howe & Rusling Inc. increased its holdings in shares of iShares S&P 500 Growth ETF by 484.1% in the third quarter. Howe & Rusling Inc. now owns 257 shares of the company’s stock worth $31,000 after acquiring an additional 213 shares in the last quarter. Finally, Entrust Financial LLC bought a new stake in shares of iShares S&P 500 Growth ETF in the fourth quarter worth about $33,000.

iShares S&P 500 Growth ETF Price Performance

Shares of iShares S&P 500 Growth ETF stock opened at $134.60 on Friday. iShares S&P 500 Growth ETF has a 1 year low of $104.21 and a 1 year high of $141.98. The business has a 50-day moving average of $129.14 and a two-hundred day moving average of $124.23. The company has a market capitalization of $72.95 billion, a P/E ratio of 33.33 and a beta of 1.17.

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.