iShares S&P 500 Growth ETF $IVW Shares Sold by RKL Wealth Management LLC

RKL Wealth Management LLC trimmed its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 14.2% in the third quarter, Holdings Channel reports. The firm owned 56,196 shares of the company’s stock after selling 9,264 shares during the period. iShares S&P 500 Growth ETF comprises 0.6% of RKL Wealth Management LLC’s investment portfolio, making the stock its 26th largest holding. RKL Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $6,784,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Little House Capital LLC boosted its stake in iShares S&P 500 Growth ETF by 2.0% during the third quarter. Little House Capital LLC now owns 3,993 shares of the company’s stock worth $482,000 after buying an additional 80 shares during the period. Wingate Wealth Advisors Inc. raised its stake in shares of iShares S&P 500 Growth ETF by 3.5% in the 3rd quarter. Wingate Wealth Advisors Inc. now owns 2,488 shares of the company’s stock valued at $300,000 after acquiring an additional 83 shares during the period. Frazier Financial Advisors LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 11.4% in the 3rd quarter. Frazier Financial Advisors LLC now owns 843 shares of the company’s stock worth $102,000 after acquiring an additional 86 shares during the last quarter. Baker Tilly Wealth Management LLC boosted its position in shares of iShares S&P 500 Growth ETF by 1.9% during the 3rd quarter. Baker Tilly Wealth Management LLC now owns 4,745 shares of the company’s stock worth $573,000 after purchasing an additional 88 shares during the period. Finally, Comprehensive Financial Planning Inc. PA boosted its position in shares of iShares S&P 500 Growth ETF by 0.5% during the 2nd quarter. Comprehensive Financial Planning Inc. PA now owns 16,981 shares of the company’s stock worth $1,870,000 after purchasing an additional 90 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

iShares S&P 500 Growth ETF stock opened at $122.24 on Thursday. The company has a market capitalization of $65.62 billion, a PE ratio of 33.33 and a beta of 1.11. iShares S&P 500 Growth ETF has a fifty-two week low of $79.31 and a fifty-two week high of $126.61. The firm has a 50 day moving average price of $122.77 and a 200 day moving average price of $121.07.

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.