WealthPLAN Partners LLC Reduces Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

WealthPLAN Partners LLC reduced its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 14.7% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 68,144 shares of the company’s stock after selling 11,699 shares during the period. iShares S&P 500 Growth ETF accounts for about 0.9% of WealthPLAN Partners LLC’s holdings, making the stock its 28th biggest holding. WealthPLAN Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $6,525,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Inspire Advisors LLC boosted its holdings in iShares S&P 500 Growth ETF by 4.4% during the third quarter. Inspire Advisors LLC now owns 2,602 shares of the company’s stock worth $249,000 after buying an additional 109 shares in the last quarter. Annex Advisory Services LLC grew its holdings in iShares S&P 500 Growth ETF by 2.7% in the second quarter. Annex Advisory Services LLC now owns 4,165 shares of the company’s stock valued at $385,000 after purchasing an additional 110 shares during the last quarter. First National Bank & Trust Co. of Newtown increased its position in shares of iShares S&P 500 Growth ETF by 0.6% in the third quarter. First National Bank & Trust Co. of Newtown now owns 17,821 shares of the company’s stock valued at $1,706,000 after buying an additional 115 shares in the last quarter. Massmutual Trust Co. FSB ADV boosted its position in shares of iShares S&P 500 Growth ETF by 10.0% in the 2nd quarter. Massmutual Trust Co. FSB ADV now owns 1,320 shares of the company’s stock worth $122,000 after buying an additional 120 shares in the last quarter. Finally, Texas Capital Bancshares Inc TX boosted its position in shares of iShares S&P 500 Growth ETF by 4.1% in the 1st quarter. Texas Capital Bancshares Inc TX now owns 3,102 shares of the company’s stock worth $262,000 after buying an additional 122 shares in the last quarter.

iShares S&P 500 Growth ETF Trading Down 0.1 %

Shares of IVW opened at $101.02 on Tuesday. The company has a 50-day moving average of $95.27 and a two-hundred day moving average of $91.76. The stock has a market cap of $52.92 billion, a P/E ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 12-month low of $70.30 and a 12-month high of $101.43.

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.