iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Copperleaf Capital LLC’s 4th Largest Position

Copperleaf Capital LLC raised its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 47.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,953 shares of the company’s stock after buying an additional 16,002 shares during the quarter. iShares S&P 500 Growth ETF makes up approximately 3.2% of Copperleaf Capital LLC’s holdings, making the stock its 4th largest holding. Copperleaf Capital LLC’s holdings in iShares S&P 500 Growth ETF were worth $5,072,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IVW. Hantz Financial Services Inc. acquired a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter valued at about $40,000. Compass Financial Services Inc acquired a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter valued at about $40,000. POM Investment Strategies LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 194.8% in the 4th quarter. POM Investment Strategies LLC now owns 457 shares of the company’s stock valued at $46,000 after purchasing an additional 302 shares in the last quarter. Element Wealth LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 31.1% in the 3rd quarter. Element Wealth LLC now owns 577 shares of the company’s stock valued at $55,000 after purchasing an additional 137 shares in the last quarter. Finally, Valued Wealth Advisors LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 160.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 601 shares of the company’s stock valued at $58,000 after purchasing an additional 370 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA IVW opened at $106.63 on Friday. The firm has a market capitalization of $55.86 billion, a P/E ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 1-year low of $79.07 and a 1-year high of $107.14. The business’s 50-day simple moving average is $103.85 and its 200-day simple moving average is $98.24.

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.