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

Rothschild Wealth LLC boosted its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 8.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 144,625 shares of the company’s stock after acquiring an additional 11,162 shares during the quarter. iShares S&P 500 Growth ETF comprises about 2.1% of Rothschild Wealth LLC’s investment portfolio, making the stock its 7th biggest position. Rothschild Wealth LLC’s holdings in iShares S&P 500 Growth ETF were worth $17,827,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. Decker Retirement Planning Inc. bought a new stake in iShares S&P 500 Growth ETF during the fourth quarter worth approximately $28,000. Turning Point Benefit Group Inc. bought a new stake in iShares S&P 500 Growth ETF during the third quarter worth approximately $28,000. Darwin Wealth Management LLC bought a new stake in iShares S&P 500 Growth ETF during the second quarter worth approximately $30,000. Howe & Rusling Inc. increased its stake in iShares S&P 500 Growth ETF by 484.1% during the third quarter. Howe & Rusling Inc. now owns 257 shares of the company’s stock worth $31,000 after acquiring an additional 213 shares during the last quarter. Finally, Entrust Financial LLC bought a new stake in iShares S&P 500 Growth ETF during the fourth quarter worth approximately $33,000.

iShares S&P 500 Growth ETF Price Performance

Shares of NYSEARCA IVW opened at $140.36 on Monday. The business’s 50 day moving average is $126.70 and its two-hundred day moving average is $123.64. iShares S&P 500 Growth ETF has a 1-year low of $102.32 and a 1-year high of $140.82. The stock has a market capitalization of $76.07 billion, a P/E ratio of 33.33 and a beta of 1.17.

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.