Henrickson Nauta Wealth Advisors Inc. Trims Stock Holdings in iShares S&P 500 Growth ETF $IVW

Henrickson Nauta Wealth Advisors Inc. decreased its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 50.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,499 shares of the company’s stock after selling 10,659 shares during the quarter. iShares S&P 500 Growth ETF comprises 0.3% of Henrickson Nauta Wealth Advisors Inc.’s investment portfolio, making the stock its 26th largest holding. Henrickson Nauta Wealth Advisors Inc.’s holdings in iShares S&P 500 Growth ETF were worth $1,188,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Strive Financial Group LLC purchased a new position in shares of iShares S&P 500 Growth ETF during the fourth quarter worth about $26,000. Decker Retirement Planning Inc. purchased a new position in iShares S&P 500 Growth ETF during the 4th quarter worth $28,000. Financial Network Wealth Advisors LLC boosted its holdings in shares of iShares S&P 500 Growth ETF by 174.4% in the fourth 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 in the last quarter. Turning Point Benefit Group Inc. acquired a new position in shares of iShares S&P 500 Growth ETF during the third quarter worth about $28,000. Finally, Darwin Wealth Management LLC acquired a new position in shares of iShares S&P 500 Growth ETF during the second quarter worth about $30,000.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA IVW opened at $137.96 on Monday. The stock has a market capitalization of $74.77 billion, a P/E ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 52-week low of $104.21 and a 52-week high of $141.98. The firm has a 50-day moving average price of $133.56 and a 200 day moving average price of $125.30.

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.