Trek Financial LLC Increases Holdings in iShares S&P 500 Growth ETF $IVW

Trek Financial LLC grew its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 4.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 184,669 shares of the company’s stock after purchasing an additional 8,321 shares during the quarter. iShares S&P 500 Growth ETF makes up 1.3% of Trek Financial LLC’s investment portfolio, making the stock its 15th largest holding. Trek Financial LLC’s holdings in iShares S&P 500 Growth ETF were worth $22,762,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Decker Retirement Planning Inc. purchased a new stake in shares of iShares S&P 500 Growth ETF during the 4th quarter valued at $28,000. Turning Point Benefit Group Inc. bought a new position in shares of iShares S&P 500 Growth ETF during the 3rd quarter worth $28,000. Darwin Wealth Management LLC bought a new position in shares of iShares S&P 500 Growth ETF during the 2nd quarter worth $30,000. Howe & Rusling Inc. grew its stake in shares of iShares S&P 500 Growth ETF by 484.1% during the 3rd quarter. Howe & Rusling Inc. now owns 257 shares of the company’s stock worth $31,000 after acquiring an additional 213 shares during the period. Finally, Carolina Wealth Advisors LLC bought a new position in shares of iShares S&P 500 Growth ETF during the 4th quarter worth $36,000.

iShares S&P 500 Growth ETF Stock Performance

IVW stock opened at $136.23 on Tuesday. The company has a market capitalization of $73.83 billion, a price-to-earnings ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a fifty-two week low of $99.45 and a fifty-two week high of $136.73. The stock has a fifty day moving average of $121.53 and a 200-day moving average of $122.29.

About iShares S&P 500 Growth ETF

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.