Wescott Financial Advisory Group LLC Has $6.91 Million Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Wescott Financial Advisory Group LLC grew its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 3.8% during the third quarter, HoldingsChannel reports. The firm owned 72,171 shares of the company’s stock after buying an additional 2,619 shares during the quarter. iShares S&P 500 Growth ETF accounts for about 0.7% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 26th largest holding. Wescott Financial Advisory Group LLC’s holdings in iShares S&P 500 Growth ETF were worth $6,910,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. River Street Advisors LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 17.5% in the 3rd quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock valued at $956,000 after purchasing an additional 1,483 shares in the last quarter. Foster Victor Wealth Advisors LLC acquired a new stake in shares of iShares S&P 500 Growth ETF in the 2nd quarter valued at approximately $226,000. FineMark National Bank & Trust boosted its stake in shares of iShares S&P 500 Growth ETF by 4.8% in the 2nd quarter. FineMark National Bank & Trust now owns 71,052 shares of the company’s stock valued at $6,575,000 after purchasing an additional 3,279 shares in the last quarter. Choreo LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 13.8% in the 2nd quarter. Choreo LLC now owns 506,741 shares of the company’s stock valued at $47,239,000 after purchasing an additional 61,420 shares in the last quarter. Finally, Adaptive Financial Consulting LLC boosted its stake in shares of iShares S&P 500 Growth ETF by 1.2% in the 2nd quarter. Adaptive Financial Consulting LLC now owns 195,869 shares of the company’s stock valued at $18,126,000 after purchasing an additional 2,383 shares in the last quarter.

iShares S&P 500 Growth ETF Trading Down 0.0 %

IVW opened at $99.62 on Friday. The company’s 50 day moving average is $97.06 and its 200-day moving average is $92.91. iShares S&P 500 Growth ETF has a 1-year low of $71.93 and a 1-year high of $101.55. The company has a market cap of $52.19 billion, a P/E ratio of 28.52 and a beta of 1.14.

iShares S&P 500 Growth ETF Company 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.