Total Wealth Planning LLC Cuts Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Total Wealth Planning LLC reduced its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 7.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,836 shares of the company’s stock after selling 5,331 shares during the quarter. iShares S&P 500 Growth ETF comprises approximately 0.9% of Total Wealth Planning LLC’s holdings, making the stock its 26th largest position. Total Wealth Planning LLC’s holdings in iShares S&P 500 Growth ETF were worth $4,944,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Nicolet Advisory Services LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 2.0% in the third quarter. Nicolet Advisory Services LLC now owns 7,575 shares of the company’s stock valued at $518,000 after purchasing an additional 152 shares in the last quarter. Gallagher Fiduciary Advisors LLC grew its stake in iShares S&P 500 Growth ETF by 4.5% in the third quarter. Gallagher Fiduciary Advisors LLC now owns 3,526 shares of the company’s stock valued at $241,000 after purchasing an additional 153 shares during the last quarter. Allen Capital Group LLC grew its stake in iShares S&P 500 Growth ETF by 4.7% in the fourth quarter. Allen Capital Group LLC now owns 3,421 shares of the company’s stock valued at $257,000 after purchasing an additional 155 shares during the last quarter. Lake Street Financial LLC grew its stake in iShares S&P 500 Growth ETF by 4.6% in the third quarter. Lake Street Financial LLC now owns 3,710 shares of the company’s stock valued at $255,000 after purchasing an additional 163 shares during the last quarter. Finally, Baron Wealth Management LLC grew its stake in iShares S&P 500 Growth ETF by 0.6% in the fourth quarter. Baron Wealth Management LLC now owns 31,276 shares of the company’s stock valued at $2,349,000 after purchasing an additional 173 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Performance

IVW traded up $1.56 on Friday, hitting $82.53. The company had a trading volume of 1,811,103 shares, compared to its average volume of 3,597,853. The stock has a fifty day moving average price of $83.03 and a 200-day moving average price of $77.08. iShares S&P 500 Growth ETF has a 12-month low of $63.19 and a 12-month high of $85.56. The stock has a market capitalization of $43.10 billion, a price-to-earnings ratio of 27.41 and a beta of 1.12.

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.