WealthPLAN Partners LLC Has $10.08 Million Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)


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WealthPLAN Partners LLC lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 10.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 151,962 shares of the company’s stock after selling 17,939 shares during the quarter. WealthPLAN Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $10,078,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in IVW. Enterprise Trust & Investment Co lifted its position in iShares S&P 500 Growth ETF by 300.0% during the 4th quarter. Enterprise Trust & Investment Co now owns 400 shares of the company’s stock valued at $25,000 after purchasing an additional 300 shares during the period. Addison Advisors LLC acquired a new position in iShares S&P 500 Growth ETF during the 4th quarter valued at about $26,000. McIlrath & Eck LLC raised its position in shares of iShares S&P 500 Growth ETF by 300.0% in the 4th quarter. McIlrath & Eck LLC now owns 400 shares of the company’s stock valued at $26,000 after acquiring an additional 300 shares during the period. Sound Income Strategies LLC raised its position in shares of iShares S&P 500 Growth ETF by 301.0% in the 4th quarter. Sound Income Strategies LLC now owns 417 shares of the company’s stock valued at $27,000 after acquiring an additional 313 shares during the period. Finally, Sugarloaf Wealth Management LLC raised its position in shares of iShares S&P 500 Growth ETF by 300.9% in the 4th quarter. Sugarloaf Wealth Management LLC now owns 433 shares of the company’s stock valued at $28,000 after acquiring an additional 325 shares during the period.

Shares of NYSEARCA:IVW traded down $0.51 during mid-day trading on Tuesday, reaching $64.34. The stock had a trading volume of 225,944 shares, compared to its average volume of 2,174,549. The firm has a 50 day simple moving average of $65.19 and a two-hundred day simple moving average of $63.75. iShares S&P 500 Growth ETF has a twelve month low of $35.21 and a twelve month high of $67.52.

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.

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Institutional Ownership by Quarter for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

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