Lifelong Wealth Advisors Inc. Has $5.73 Million Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Lifelong Wealth Advisors Inc. raised its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 61,675 shares of the company’s stock after acquiring an additional 974 shares during the quarter. iShares S&P 500 Growth ETF makes up approximately 2.7% of Lifelong Wealth Advisors Inc.’s investment portfolio, making the stock its 5th largest position. Lifelong Wealth Advisors Inc.’s holdings in iShares S&P 500 Growth ETF were worth $5,725,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Inlight Wealth Management LLC bought a new position in shares of iShares S&P 500 Growth ETF in the fourth quarter worth about $211,000. Amundi lifted its holdings in shares of iShares S&P 500 Growth ETF by 464.0% in the fourth quarter. Amundi now owns 13,711 shares of the company’s stock worth $1,392,000 after acquiring an additional 11,280 shares during the last quarter. Stage Harbor Financial LLC bought a new position in shares of iShares S&P 500 Growth ETF in the fourth quarter worth about $207,000. Dynasty Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 167.7% in the fourth quarter. Dynasty Wealth Management LLC now owns 175,178 shares of the company’s stock worth $17,786,000 after acquiring an additional 109,730 shares during the last quarter. Finally, Mosaic Advisors LLC bought a new position in shares of iShares S&P 500 Growth ETF in the fourth quarter worth about $275,000.

iShares S&P 500 Growth ETF Price Performance

iShares S&P 500 Growth ETF stock opened at $107.83 on Thursday. The business has a 50 day moving average of $100.67 and a 200-day moving average of $100.03. iShares S&P 500 Growth ETF has a 1 year low of $79.31 and a 1 year high of $108.24. The company has a market capitalization of $58.38 billion, a P/E ratio of 29.66 and a beta of 1.12.

About iShares S&P 500 Growth ETF

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.