North Berkeley Wealth Management LLC Has $10.51 Million Stake in iShares S&P 500 Growth ETF $IVW

North Berkeley Wealth Management LLC lifted its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 13.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 95,473 shares of the company’s stock after purchasing an additional 11,396 shares during the quarter. iShares S&P 500 Growth ETF comprises about 9.6% of North Berkeley Wealth Management LLC’s portfolio, making the stock its 4th largest holding. North Berkeley Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $10,512,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of IVW. SCS Capital Management LLC increased its holdings in iShares S&P 500 Growth ETF by 5.2% in the 2nd quarter. SCS Capital Management LLC now owns 602,015 shares of the company’s stock worth $66,282,000 after buying an additional 29,862 shares during the period. Royal Fund Management LLC boosted its holdings in shares of iShares S&P 500 Growth ETF by 1,230.2% in the 2nd quarter. Royal Fund Management LLC now owns 163,099 shares of the company’s stock valued at $17,959,000 after acquiring an additional 150,838 shares during the last quarter. Baird Financial Group Inc. increased its stake in shares of iShares S&P 500 Growth ETF by 0.7% in the second quarter. Baird Financial Group Inc. now owns 914,023 shares of the company’s stock worth $100,634,000 after acquiring an additional 6,682 shares during the period. First Trust Advisors LP raised its holdings in shares of iShares S&P 500 Growth ETF by 15.4% during the second quarter. First Trust Advisors LP now owns 31,834 shares of the company’s stock worth $3,505,000 after purchasing an additional 4,238 shares during the last quarter. Finally, Plan Group Financial LLC purchased a new position in shares of iShares S&P 500 Growth ETF during the second quarter worth $221,000.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA:IVW opened at $124.11 on Friday. iShares S&P 500 Growth ETF has a one year low of $79.31 and a one year high of $126.61. The firm has a market cap of $67.37 billion, a price-to-earnings ratio of 33.33 and a beta of 1.11. The firm’s fifty day moving average is $121.89 and its two-hundred day moving average is $115.14.

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.