Lee Kelleher & Klein Wealth Management grew its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 5.7% during the third quarter, HoldingsChannel.com reports. The firm owned 97,899 shares of the company’s stock after buying an additional 5,302 shares during the quarter. iShares S&P 500 Growth ETF accounts for approximately 7.6% of Lee Kelleher & Klein Wealth Management’s investment portfolio, making the stock its 3rd biggest holding. Lee Kelleher & Klein Wealth Management’s holdings in iShares S&P 500 Growth ETF were worth $13,927,000 at the end of the most recent reporting period.
A number of other institutional investors have also made changes to their positions in the business. Investors Research Corp boosted its position in iShares S&P 500 Growth ETF by 1.4% during the second quarter. Investors Research Corp now owns 5,414 shares of the company’s stock valued at $745,000 after purchasing an additional 75 shares during the last quarter. Cooper Financial Group increased its holdings in shares of iShares S&P 500 Growth ETF by 0.7% in the second quarter. Cooper Financial Group now owns 10,864 shares of the company’s stock valued at $1,494,000 after purchasing an additional 80 shares during the last quarter. Cornerstone Wealth Management LLC raised its holdings in iShares S&P 500 Growth ETF by 0.4% in the 2nd quarter. Cornerstone Wealth Management LLC now owns 18,502 shares of the company’s stock valued at $2,545,000 after acquiring an additional 80 shares during the period. Quadcap Wealth Management LLC increased its stake in shares of iShares S&P 500 Growth ETF by 1.7% during the first quarter. Quadcap Wealth Management LLC now owns 5,386 shares of the company’s stock worth $609,000 after purchasing an additional 89 shares during the period. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its position in iShares S&P 500 Growth ETF by 0.4% during the second quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 25,373 shares of the company’s stock worth $3,490,000 after acquiring an additional 96 shares during the period.
iShares S&P 500 Growth ETF Stock Performance
IVW opened at $144.09 on Friday. iShares S&P 500 Growth ETF has a 52-week low of $108.13 and a 52-week high of $146.83. The business’s fifty day moving average is $140.78 and its 200-day moving average is $134.65. The firm has a market cap of $79.43 billion, a P/E ratio of 33.33 and a beta of 1.17.
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. The Growth Index is a subset of the S&P 500 and consists of those stocks in the S&P 500 exhibiting the strongest growth characteristics.
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