Sentinel Advisory Group LLC Takes Position in iShares S&P 500 Growth ETF $IVW

Sentinel Advisory Group LLC bought a new stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 6,322 shares of the company’s stock, valued at approximately $715,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Compound Planning Inc. grew its holdings in iShares S&P 500 Growth ETF by 439.8% during the first quarter. Compound Planning Inc. now owns 25,819 shares of the company’s stock worth $2,920,000 after purchasing an additional 21,036 shares during the period. Klingman & Associates LLC lifted its position in shares of iShares S&P 500 Growth ETF by 5.4% in the first quarter. Klingman & Associates LLC now owns 3,671 shares of the company’s stock valued at $415,000 after buying an additional 189 shares during the last quarter. RMG Wealth Management LLC acquired a new stake in shares of iShares S&P 500 Growth ETF in the first quarter valued at approximately $710,000. Gibbs Wealth Management boosted its stake in shares of iShares S&P 500 Growth ETF by 55.5% during the 1st quarter. Gibbs Wealth Management now owns 4,185 shares of the company’s stock worth $473,000 after acquiring an additional 1,494 shares during the period. Finally, Lido Advisors LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 2.3% during the 1st quarter. Lido Advisors LLC now owns 3,873,907 shares of the company’s stock worth $438,178,000 after acquiring an additional 85,467 shares during the period.

iShares S&P 500 Growth ETF Trading Down 0.6%

IVW stock opened at $132.83 on Friday. The firm has a market capitalization of $72.44 billion, a PE ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 1-year low of $108.13 and a 1-year high of $141.98. The business’s 50 day simple moving average is $136.45 and its 200 day simple moving average is $127.42.

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.