iShares S&P 500 Growth ETF $IVW Shares Sold by WealthPLAN Partners LLC

WealthPLAN Partners LLC trimmed its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 7.2% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 61,341 shares of the company’s stock after selling 4,755 shares during the period. iShares S&P 500 Growth ETF makes up about 1.3% of WealthPLAN Partners LLC’s holdings, making the stock its 15th biggest holding. WealthPLAN Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $6,938,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Strive Financial Group LLC acquired a new position in iShares S&P 500 Growth ETF in the fourth quarter valued at $26,000. Decker Retirement Planning Inc. acquired a new stake in iShares S&P 500 Growth ETF during the fourth quarter worth about $28,000. Financial Network Wealth Advisors LLC raised its holdings in shares of iShares S&P 500 Growth ETF by 174.4% in the 4th quarter. Financial Network Wealth Advisors LLC now owns 225 shares of the company’s stock worth $28,000 after purchasing an additional 143 shares during the period. Turning Point Benefit Group Inc. purchased a new position in shares of iShares S&P 500 Growth ETF in the 3rd quarter worth about $28,000. Finally, Darwin Wealth Management LLC purchased a new position in shares of iShares S&P 500 Growth ETF in the 2nd quarter worth about $30,000.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA IVW opened at $136.06 on Wednesday. The firm has a market capitalization of $74.11 billion, a P/E 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 $135.84 and its 200-day simple moving average is $126.32.

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.