30,300 Shares in iShares S&P 500 Growth ETF (NYSEARCA:IVW) Acquired by Forthright Family Wealth Advisory LLC

Forthright Family Wealth Advisory LLC purchased a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVWFree Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 30,300 shares of the company’s stock, valued at approximately $2,276,000. iShares S&P 500 Growth ETF comprises 1.8% of Forthright Family Wealth Advisory LLC’s investment portfolio, making the stock its 16th largest position.

Several other hedge funds have also made changes to their positions in the stock. Charles Schwab Investment Management Inc. acquired a new stake in iShares S&P 500 Growth ETF in the 3rd quarter valued at approximately $50,437,000. Oliver Lagore Vanvalin Investment Group increased its position in shares of iShares S&P 500 Growth ETF by 4,120.3% during the 3rd quarter. Oliver Lagore Vanvalin Investment Group now owns 2,490 shares of the company’s stock valued at $170,000 after purchasing an additional 2,431 shares during the period. Kestra Advisory Services LLC increased its position in shares of iShares S&P 500 Growth ETF by 21.6% during the 3rd quarter. Kestra Advisory Services LLC now owns 407,923 shares of the company’s stock valued at $27,910,000 after purchasing an additional 72,379 shares during the period. American Investment Services Inc. increased its position in shares of iShares S&P 500 Growth ETF by 3.9% during the 3rd quarter. American Investment Services Inc. now owns 19,245 shares of the company’s stock valued at $1,317,000 after purchasing an additional 714 shares during the period. Finally, Concorde Asset Management LLC increased its position in shares of iShares S&P 500 Growth ETF by 117.9% during the 3rd quarter. Concorde Asset Management LLC now owns 12,274 shares of the company’s stock valued at $837,000 after purchasing an additional 6,642 shares during the period.

iShares S&P 500 Growth ETF Price Performance

Shares of IVW traded up $0.27 during trading hours on Friday, hitting $92.21. 2,465,110 shares of the company were exchanged, compared to its average volume of 3,453,799. The company has a market capitalization of $48.31 billion, a PE ratio of 28.52 and a beta of 1.14. The firm has a fifty day simple moving average of $85.30 and a 200-day simple moving average of $81.15. iShares S&P 500 Growth ETF has a one year low of $65.53 and a one year high of $92.24.

About iShares S&P 500 Growth ETF

(Free Report)

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.

See Also

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

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