iShares S&P 500 Growth ETF (NYSEARCA:IVW) Stock Holdings Cut by Higgins & Schmidt Wealth Strategies LLC

Higgins & Schmidt Wealth Strategies LLC reduced its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 3.1% during the first quarter, according to its most recent filing with the SEC. The fund owned 72,940 shares of the company’s stock after selling 2,359 shares during the quarter. iShares S&P 500 Growth ETF accounts for approximately 4.0% of Higgins & Schmidt Wealth Strategies LLC’s portfolio, making the stock its 8th largest holding. Higgins & Schmidt Wealth Strategies LLC’s holdings in iShares S&P 500 Growth ETF were worth $6,771,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IVW. Raymond James Financial Inc. purchased a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter worth about $456,880,000. Wealthfront Advisers LLC purchased a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter worth about $350,009,000. FIL Ltd purchased a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter worth about $309,434,000. LPL Financial LLC boosted its holdings in shares of iShares S&P 500 Growth ETF by 14.4% in the 4th quarter. LPL Financial LLC now owns 17,940,390 shares of the company’s stock worth $1,821,488,000 after buying an additional 2,257,493 shares during the last quarter. Finally, Sofi Wealth LLC raised its stake in iShares S&P 500 Growth ETF by 4,023.6% in the 1st quarter. Sofi Wealth LLC now owns 1,857,008 shares of the company’s stock valued at $172,386,000 after acquiring an additional 1,811,974 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

Shares of iShares S&P 500 Growth ETF stock opened at $105.27 on Thursday. iShares S&P 500 Growth ETF has a 52-week low of $79.31 and a 52-week high of $107.14. The stock’s 50-day simple moving average is $99.04 and its 200 day simple moving average is $99.92. The stock has a market capitalization of $57.00 billion, a P/E ratio of 29.66 and a beta of 1.12.

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.