Sterling Financial Planning Inc. Sells 2,305 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Sterling Financial Planning Inc. cut its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 153,268 shares of the company’s stock after selling 2,305 shares during the period. iShares S&P 500 Growth ETF comprises about 5.7% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 3rd biggest holding. Sterling Financial Planning Inc.’s holdings in iShares S&P 500 Growth ETF were worth $15,561,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Hantz Financial Services Inc. acquired a new stake in iShares S&P 500 Growth ETF in the fourth quarter valued at $40,000. Compass Financial Services Inc bought a new stake in shares of iShares S&P 500 Growth ETF in the 4th quarter worth about $40,000. POM Investment Strategies LLC raised its stake in shares of iShares S&P 500 Growth ETF by 194.8% in the 4th quarter. POM Investment Strategies LLC now owns 457 shares of the company’s stock valued at $46,000 after purchasing an additional 302 shares in the last quarter. Element Wealth LLC lifted its position in shares of iShares S&P 500 Growth ETF by 31.1% during the third quarter. Element Wealth LLC now owns 577 shares of the company’s stock worth $55,000 after purchasing an additional 137 shares during the last quarter. Finally, Valued Wealth Advisors LLC grew its stake in iShares S&P 500 Growth ETF by 160.2% in the third quarter. Valued Wealth Advisors LLC now owns 601 shares of the company’s stock worth $58,000 after purchasing an additional 370 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Up 0.0 %

Shares of iShares S&P 500 Growth ETF stock opened at $106.69 on Thursday. The business has a 50-day moving average price of $104.02 and a 200 day moving average price of $98.67. iShares S&P 500 Growth ETF has a fifty-two week low of $79.07 and a fifty-two week high of $107.14. The firm has a market cap of $59.53 billion, a P/E ratio of 33.87 and a beta of 1.07.

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.