Core Wealth Advisors LLC Has $7.95 Million Stock Holdings in iShares S&P 500 Growth ETF $IVW

Core Wealth Advisors LLC grew its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 7.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 70,284 shares of the company’s stock after purchasing an additional 4,872 shares during the quarter. iShares S&P 500 Growth ETF accounts for 6.1% of Core Wealth Advisors LLC’s portfolio, making the stock its 5th largest position. Core Wealth Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $7,950,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of IVW. Strive Financial Group LLC acquired a new position in iShares S&P 500 Growth ETF during the fourth quarter worth about $26,000. Decker Retirement Planning Inc. acquired a new stake in iShares S&P 500 Growth ETF in the 4th quarter valued at about $28,000. Financial Network Wealth Advisors LLC lifted its holdings in iShares S&P 500 Growth ETF by 174.4% in the 4th quarter. Financial Network Wealth Advisors LLC now owns 225 shares of the company’s stock valued at $28,000 after acquiring an additional 143 shares during the last quarter. Turning Point Benefit Group Inc. bought a new position in shares of iShares S&P 500 Growth ETF during the 3rd quarter valued at about $28,000. Finally, Entrust Financial LLC bought a new position in shares of iShares S&P 500 Growth ETF during the 4th quarter valued at about $33,000.

iShares S&P 500 Growth ETF Price Performance

Shares of IVW opened at $135.41 on Friday. The firm’s 50 day moving average is $135.53 and its 200-day moving average is $126.07. iShares S&P 500 Growth ETF has a 12-month low of $108.13 and a 12-month high of $141.98. The stock has a market capitalization of $73.80 billion, a P/E ratio of 33.33 and a beta of 1.17.

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. 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.