Triad Wealth Partners LLC Buys 200,115 Shares of iShares S&P 500 Growth ETF $IVW

Triad Wealth Partners LLC lifted its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 74.1% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 470,220 shares of the company’s stock after purchasing an additional 200,115 shares during the period. iShares S&P 500 Growth ETF accounts for approximately 4.2% of Triad Wealth Partners LLC’s holdings, making the stock its 3rd largest holding. Triad Wealth Partners LLC owned about 0.09% of iShares S&P 500 Growth ETF worth $53,187,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in IVW. Strive Financial Group LLC bought a new stake in iShares S&P 500 Growth ETF in the fourth quarter valued at about $26,000. Decker Retirement Planning Inc. bought a new position in iShares S&P 500 Growth ETF during the fourth quarter worth about $28,000. Financial Network Wealth Advisors LLC boosted its holdings in iShares S&P 500 Growth ETF by 174.4% during the fourth quarter. Financial Network Wealth Advisors LLC now owns 225 shares of the company’s stock worth $28,000 after buying an additional 143 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new position in shares of iShares S&P 500 Growth ETF during the 3rd 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 2nd quarter worth about $30,000.

iShares S&P 500 Growth ETF Price Performance

Shares of IVW stock opened at $137.96 on Friday. The stock has a market cap of $74.77 billion, a PE ratio of 33.33 and a beta of 1.17. The stock has a 50-day moving average of $133.56 and a 200-day moving average of $125.28. iShares S&P 500 Growth ETF has a one year low of $104.21 and a one year high of $141.98.

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.