Orion Portfolio Solutions LLC Trims Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Posted by Linda Flegge on Mar 28th, 2025

Orion Portfolio Solutions LLC trimmed its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 269,768 shares of the company’s stock after selling 12,983 shares during the quarter. Orion Portfolio Solutions LLC owned 0.05% of iShares S&P 500 Growth ETF worth $27,390,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IVW. Mountain Hill Investment Partners Corp. acquired a new stake in iShares S&P 500 Growth ETF during the fourth quarter worth about $28,000. BankPlus Trust Department acquired a new stake in shares of iShares S&P 500 Growth ETF during the 4th quarter worth approximately $36,000. Hantz Financial Services Inc. purchased a new position in shares of iShares S&P 500 Growth ETF during the 4th quarter valued at approximately $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 $40,000. Finally, Bellevue Asset Management LLC acquired a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter valued at $42,000.

iShares S&P 500 Growth ETF Stock Performance

IVW stock opened at $94.86 on Friday. iShares S&P 500 Growth ETF has a one year low of $79.07 and a one year high of $107.14. The firm’s fifty day moving average is $101.04 and its 200 day moving average is $99.77. The firm has a market cap of $52.22 billion, a PE ratio of 30.22 and a beta of 1.08.

iShares S&P 500 Growth ETF Company Profile

(Free Report)

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.