Evermay Wealth Management LLC Buys 430 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Evermay Wealth Management LLC increased its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 21.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,428 shares of the company’s stock after acquiring an additional 430 shares during the period. Evermay Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $247,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in IVW. Dakota Wealth Management lifted its holdings in shares of iShares S&P 500 Growth ETF by 1.2% in the fourth quarter. Dakota Wealth Management now owns 7,935 shares of the company’s stock valued at $806,000 after purchasing an additional 97 shares in the last quarter. waypoint wealth counsel raised its position in iShares S&P 500 Growth ETF by 0.4% in the 4th quarter. waypoint wealth counsel now owns 27,282 shares of the company’s stock valued at $2,770,000 after buying an additional 99 shares during the last quarter. Gradient Investments LLC lifted its stake in iShares S&P 500 Growth ETF by 2.7% in the 4th quarter. Gradient Investments LLC now owns 3,901 shares of the company’s stock valued at $396,000 after acquiring an additional 103 shares in the last quarter. Boston Family Office LLC boosted its position in iShares S&P 500 Growth ETF by 0.4% during the 3rd quarter. Boston Family Office LLC now owns 26,064 shares of the company’s stock worth $2,496,000 after acquiring an additional 105 shares during the last quarter. Finally, Inspire Advisors LLC grew its stake in shares of iShares S&P 500 Growth ETF by 4.4% during the 3rd quarter. Inspire Advisors LLC now owns 2,602 shares of the company’s stock worth $249,000 after acquiring an additional 109 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

Shares of NYSEARCA:IVW opened at $104.19 on Friday. The stock has a market capitalization of $54.59 billion, a PE ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a one year low of $77.20 and a one year high of $107.14. The company’s 50-day moving average price is $103.12 and its two-hundred day moving average price is $97.32.

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.