Capital Advisors Ltd. LLC Increases Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Capital Advisors Ltd. LLC lifted its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 0.4% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 155,130 shares of the company’s stock after purchasing an additional 680 shares during the quarter. iShares S&P 500 Growth ETF comprises 1.9% of Capital Advisors Ltd. LLC’s portfolio, making the stock its 15th biggest holding. Capital Advisors Ltd. LLC’s holdings in iShares S&P 500 Growth ETF were worth $14,401,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Raymond James Financial Inc. bought a new stake in shares of iShares S&P 500 Growth ETF during the 4th quarter worth approximately $456,880,000. Wealthfront Advisers LLC bought a new stake in shares of iShares S&P 500 Growth ETF during the 4th quarter worth approximately $350,009,000. FIL Ltd bought a new stake in shares of iShares S&P 500 Growth ETF during the 4th quarter worth approximately $309,434,000. LPL Financial LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 14.4% during the 4th quarter. LPL Financial LLC now owns 17,940,390 shares of the company’s stock worth $1,821,488,000 after acquiring an additional 2,257,493 shares during the last quarter. Finally, Lido Advisors LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 49.7% during the 4th quarter. Lido Advisors LLC now owns 3,127,477 shares of the company’s stock worth $317,533,000 after acquiring an additional 1,038,548 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Performance

Shares of IVW stock opened at $105.98 on Thursday. iShares S&P 500 Growth ETF has a 52-week low of $79.31 and a 52-week high of $107.14. The firm has a market capitalization of $57.16 billion, a P/E ratio of 29.66 and a beta of 1.12. The stock has a 50 day moving average price of $97.16 and a 200 day moving average price of $99.73.

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.