R. W. Roge & Company Inc. trimmed its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 9.1% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 40,276 shares of the company’s stock after selling 4,050 shares during the quarter. iShares S&P 500 Growth ETF comprises about 2.2% of R. W. Roge & Company Inc.’s investment portfolio, making the stock its 12th largest holding. R. W. Roge & Company Inc.’s holdings in iShares S&P 500 Growth ETF were worth $4,555,000 at the end of the most recent reporting period.
Other institutional investors have also modified their holdings of the company. Strive Financial Group LLC purchased a new stake in iShares S&P 500 Growth ETF during the fourth quarter valued at approximately $26,000. Decker Retirement Planning Inc. purchased a new position in iShares S&P 500 Growth ETF in the fourth quarter worth $28,000. Financial Network Wealth Advisors LLC increased its position in shares of iShares S&P 500 Growth ETF by 174.4% during the fourth quarter. Financial Network Wealth Advisors LLC now owns 225 shares of the company’s stock worth $28,000 after purchasing an additional 143 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new position in shares of iShares S&P 500 Growth ETF during the third quarter worth $28,000. Finally, Darwin Wealth Management LLC purchased a new stake in shares of iShares S&P 500 Growth ETF during the 2nd quarter valued at $30,000.
iShares S&P 500 Growth ETF Stock Up 0.6%
Shares of iShares S&P 500 Growth ETF stock traded up $0.82 during trading on Friday, reaching $138.59. The company’s stock had a trading volume of 1,005,223 shares, compared to its average volume of 3,851,213. The company has a market cap of $75.46 billion, a price-to-earnings 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 company has a 50-day simple moving average of $136.32 and a two-hundred day simple moving average of $126.62.
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. 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.
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