Icon Wealth Advisors LLC Increases Stock Holdings in iShares S&P 500 Growth ETF $IVW

Icon Wealth Advisors LLC lifted its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 432,426 shares of the company’s stock after purchasing an additional 16,181 shares during the period. iShares S&P 500 Growth ETF accounts for approximately 3.5% of Icon Wealth Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. Icon Wealth Advisors LLC owned approximately 0.08% of iShares S&P 500 Growth ETF worth $53,301,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Valpey Financial Services LLC grew its position in iShares S&P 500 Growth ETF by 11,889.3% during the fourth quarter. Valpey Financial Services LLC now owns 712,286 shares of the company’s stock worth $87,796,000 after buying an additional 706,345 shares in the last quarter. LPL Financial LLC grew its position in iShares S&P 500 Growth ETF by 1.8% during the fourth quarter. LPL Financial LLC now owns 19,816,481 shares of the company’s stock worth $2,442,579,000 after buying an additional 357,495 shares in the last quarter. AlphaCore Capital LLC grew its position in iShares S&P 500 Growth ETF by 522.0% during the fourth quarter. AlphaCore Capital LLC now owns 299,535 shares of the company’s stock worth $36,921,000 after buying an additional 251,375 shares in the last quarter. Alvarez & Marsal Private Wealth Partners LLC acquired a new stake in iShares S&P 500 Growth ETF during the fourth quarter worth approximately $30,484,000. Finally, Cerity Partners LLC grew its position in iShares S&P 500 Growth ETF by 80.3% during the fourth quarter. Cerity Partners LLC now owns 517,762 shares of the company’s stock worth $63,819,000 after buying an additional 230,633 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

Shares of NYSEARCA:IVW opened at $135.00 on Friday. The company has a market capitalization of $73.16 billion, a P/E ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 1 year low of $104.21 and a 1 year high of $141.98. The business’s 50 day simple moving average is $131.40 and its 200 day simple moving average is $124.77.

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.