Rothschild Wealth LLC Grows Stock Holdings in iShares S&P 500 Growth ETF $IVW

Rothschild Wealth LLC lifted its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 9.2% during the fourth quarter, Holdings Channel reports. The firm owned 145,691 shares of the company’s stock after acquiring an additional 12,228 shares during the period. iShares S&P 500 Growth ETF makes up 1.7% of Rothschild Wealth LLC’s holdings, making the stock its 8th largest holding. Rothschild Wealth LLC’s holdings in iShares S&P 500 Growth ETF were worth $17,958,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently made changes to their positions in IVW. Brookstone Capital Management increased its holdings in iShares S&P 500 Growth ETF by 5.7% during the fourth quarter. Brookstone Capital Management now owns 237,167 shares of the company’s stock worth $29,233,000 after buying an additional 12,778 shares during the last quarter. Capital Advantage Inc. increased its holdings in iShares S&P 500 Growth ETF by 40.9% during the fourth quarter. Capital Advantage Inc. now owns 25,498 shares of the company’s stock worth $3,143,000 after buying an additional 7,396 shares during the last quarter. Meridian Wealth Advisors LLC increased its holdings in iShares S&P 500 Growth ETF by 75.0% during the third quarter. Meridian Wealth Advisors LLC now owns 41,747 shares of the company’s stock worth $5,040,000 after buying an additional 17,896 shares during the last quarter. Embree Financial Group increased its holdings in iShares S&P 500 Growth ETF by 61.2% during the fourth quarter. Embree Financial Group now owns 61,699 shares of the company’s stock worth $7,605,000 after buying an additional 23,416 shares during the last quarter. Finally, Caprock Group LLC purchased a new stake in iShares S&P 500 Growth ETF during the third quarter worth about $782,000.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA IVW opened at $137.18 on Wednesday. iShares S&P 500 Growth ETF has a 52-week low of $104.21 and a 52-week high of $141.98. The company has a 50-day simple moving average of $132.33 and a 200 day simple moving average of $125.01. The company has a market capitalization of $74.34 billion, a PE ratio of 33.33 and a beta of 1.17.

About iShares S&P 500 Growth ETF

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.