iShares S&P 500 Growth ETF (IVW) Stake Lessened by Peterson Wealth Advisors LLC

Peterson Wealth Advisors LLC lessened its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 3.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,884 shares of the company’s stock after selling 319 shares during the period. iShares S&P 500 Growth ETF makes up about 0.9% of Peterson Wealth Advisors LLC’s investment portfolio, making the stock its 15th largest holding. Peterson Wealth Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $1,188,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of IVW. TD Asset Management Inc. increased its holdings in shares of iShares S&P 500 Growth ETF by 7,270.8% in the 3rd quarter. TD Asset Management Inc. now owns 587,306 shares of the company’s stock worth $104,053,000 after purchasing an additional 579,338 shares in the last quarter. Matthew Goff Investment Advisor LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 11,860.0% in the 3rd quarter. Matthew Goff Investment Advisor LLC now owns 550,280 shares of the company’s stock worth $4,601,000 after buying an additional 545,679 shares during the last quarter. Bank of Montreal Can boosted its stake in shares of iShares S&P 500 Growth ETF by 173.6% in the 3rd quarter. Bank of Montreal Can now owns 781,642 shares of the company’s stock worth $138,483,000 after buying an additional 495,904 shares during the last quarter. Howard Capital Management Inc. boosted its stake in shares of iShares S&P 500 Growth ETF by 870.8% in the 3rd quarter. Howard Capital Management Inc. now owns 375,407 shares of the company’s stock worth $66,456,000 after buying an additional 336,738 shares during the last quarter. Finally, LPL Financial LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 6.7% in the 3rd quarter. LPL Financial LLC now owns 2,376,940 shares of the company’s stock worth $421,122,000 after buying an additional 148,384 shares during the last quarter.

NYSEARCA IVW opened at $165.24 on Thursday. iShares S&P 500 Growth ETF has a fifty-two week low of $140.49 and a fifty-two week high of $178.61.

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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.

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Institutional Ownership by Quarter for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

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