Sonata Capital Group Inc. trimmed its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 9.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 74,571 shares of the company’s stock after selling 7,382 shares during the quarter. iShares S&P 500 Growth ETF makes up approximately 3.0% of Sonata Capital Group Inc.’s investment portfolio, making the stock its 10th largest position. Sonata Capital Group Inc.’s holdings in iShares S&P 500 Growth ETF were worth $7,140,000 at the end of the most recent quarter.
Several other hedge funds have also recently added to or reduced their stakes in IVW. Adaptive Financial Consulting LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 0.4% during the first quarter. Adaptive Financial Consulting LLC now owns 193,486 shares of the company’s stock worth $16,338,000 after buying an additional 678 shares in the last quarter. EQ LLC grew its stake in iShares S&P 500 Growth ETF by 56.3% during the 1st quarter. EQ LLC now owns 14,800 shares of the company’s stock valued at $1,250,000 after acquiring an additional 5,329 shares in the last quarter. Shared Vision Wealth Group LLC raised its holdings in iShares S&P 500 Growth ETF by 118.7% in the 1st quarter. Shared Vision Wealth Group LLC now owns 40,368 shares of the company’s stock valued at $3,409,000 after acquiring an additional 21,906 shares during the last quarter. Highland Capital Management LLC lifted its stake in iShares S&P 500 Growth ETF by 4.5% in the 1st quarter. Highland Capital Management LLC now owns 10,608 shares of the company’s stock worth $896,000 after purchasing an additional 461 shares in the last quarter. Finally, CarsonAllaria Wealth Management Ltd. lifted its stake in iShares S&P 500 Growth ETF by 45.5% in the 1st quarter. CarsonAllaria Wealth Management Ltd. now owns 400 shares of the company’s stock worth $34,000 after purchasing an additional 125 shares in the last quarter.
iShares S&P 500 Growth ETF Stock Performance
Shares of IVW stock traded up $0.17 during trading hours on Friday, reaching $101.00. The company had a trading volume of 475,983 shares, compared to its average volume of 2,890,849. iShares S&P 500 Growth ETF has a 12-month low of $69.67 and a 12-month high of $101.11. The company has a market capitalization of $52.91 billion, a price-to-earnings ratio of 28.52 and a beta of 1.14. The stock has a fifty day moving average of $94.94 and a 200-day moving average of $91.41.
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.
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