EPG Wealth Management LLC Sells 11,597 Shares of iShares S&P 500 Growth ETF $IVW

EPG Wealth Management LLC decreased its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 12.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 85,421 shares of the company’s stock after selling 11,597 shares during the quarter. iShares S&P 500 Growth ETF accounts for approximately 2.8% of EPG Wealth Management LLC’s holdings, making the stock its 5th largest position. EPG Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $10,312,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in IVW. MJT & Associates Financial Advisory Group Inc. increased its stake in iShares S&P 500 Growth ETF by 2.8% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 170,294 shares of the company’s stock valued at $18,749,000 after purchasing an additional 4,635 shares during the last quarter. Venture Visionary Partners LLC grew its position in shares of iShares S&P 500 Growth ETF by 3.8% during the 2nd quarter. Venture Visionary Partners LLC now owns 16,958 shares of the company’s stock valued at $1,867,000 after buying an additional 618 shares during the last quarter. Capital Investment Advisors LLC raised its stake in iShares S&P 500 Growth ETF by 22.7% during the second quarter. Capital Investment Advisors LLC now owns 7,857 shares of the company’s stock worth $865,000 after acquiring an additional 1,451 shares during the period. Greenleaf Trust lifted its holdings in iShares S&P 500 Growth ETF by 0.7% in the second quarter. Greenleaf Trust now owns 341,181 shares of the company’s stock worth $37,564,000 after acquiring an additional 2,238 shares during the last quarter. Finally, BCU Wealth Advisors LLC lifted its holdings in iShares S&P 500 Growth ETF by 10.1% in the second quarter. BCU Wealth Advisors LLC now owns 32,440 shares of the company’s stock worth $3,572,000 after acquiring an additional 2,974 shares during the last quarter.

iShares S&P 500 Growth ETF Trading Up 0.9%

NYSEARCA:IVW opened at $125.48 on Wednesday. The stock has a 50 day moving average of $123.26 and a 200-day moving average of $119.91. The firm has a market capitalization of $67.26 billion, a PE ratio of 33.33 and a beta of 1.11. iShares S&P 500 Growth ETF has a 52 week low of $79.31 and a 52 week high of $126.61.

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.