iShares S&P 500 Growth ETF $IVW Shares Sold by Pacific Excel Wealth Advisors Inc.

Pacific Excel Wealth Advisors Inc. lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 69.9% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 3,288 shares of the company’s stock after selling 7,640 shares during the period. Pacific Excel Wealth Advisors Inc.’s holdings in iShares S&P 500 Growth ETF were worth $452,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in IVW. Decker Wealth Management LLC acquired a new stake in shares of iShares S&P 500 Growth ETF during the first quarter worth about $2,991,000. Chatterton & Associates Inc. boosted its stake in shares of iShares S&P 500 Growth ETF by 33.5% in the first quarter. Chatterton & Associates Inc. now owns 44,180 shares of the company’s stock valued at $5,306,000 after purchasing an additional 11,089 shares during the period. Summit Financial Consulting LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 9.4% in the fourth quarter. Summit Financial Consulting LLC now owns 60,751 shares of the company’s stock valued at $7,488,000 after purchasing an additional 5,199 shares in the last quarter. Lansing Street Advisors grew its holdings in shares of iShares S&P 500 Growth ETF by 5.8% in the fourth quarter. Lansing Street Advisors now owns 142,692 shares of the company’s stock valued at $17,588,000 after purchasing an additional 7,845 shares in the last quarter. Finally, Farther Finance Advisors LLC increased its stake in iShares S&P 500 Growth ETF by 31.8% during the 4th quarter. Farther Finance Advisors LLC now owns 386,527 shares of the company’s stock worth $47,643,000 after buying an additional 93,161 shares during the period.

iShares S&P 500 Growth ETF Stock Up 2.4%

iShares S&P 500 Growth ETF stock opened at $141.53 on Wednesday. The firm has a market cap of $77.27 billion, a PE ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 52-week low of $108.13 and a 52-week high of $142.09. The company’s 50 day moving average is $136.19 and its two-hundred day moving average is $127.95.

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.