WealthShield Partners LLC Sells 1,409 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Posted by Dante Gardener on Feb 24th, 2025

WealthShield Partners LLC lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 0.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 154,144 shares of the company’s stock after selling 1,409 shares during the period. iShares S&P 500 Growth ETF accounts for 2.2% of WealthShield Partners LLC’s investment portfolio, making the stock its 4th largest position. WealthShield Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $15,650,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Hantz Financial Services Inc. purchased a new stake in iShares S&P 500 Growth ETF in the fourth quarter valued at $40,000. Compass Financial Services Inc purchased a new stake in iShares S&P 500 Growth ETF in the fourth quarter valued at $40,000. POM Investment Strategies LLC raised its position in iShares S&P 500 Growth ETF by 194.8% in the fourth quarter. POM Investment Strategies LLC now owns 457 shares of the company’s stock valued at $46,000 after purchasing an additional 302 shares during the period. Valued Wealth Advisors LLC raised its position 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 valued at $58,000 after purchasing an additional 370 shares during the period. Finally, Copley Financial Group Inc. purchased a new stake in iShares S&P 500 Growth ETF in the third quarter valued at $64,000.

iShares S&P 500 Growth ETF Stock Down 2.4 %

NYSEARCA:IVW opened at $103.43 on Monday. iShares S&P 500 Growth ETF has a 52 week low of $79.07 and a 52 week high of $107.14. The company has a market capitalization of $57.71 billion, a P/E ratio of 33.87 and a beta of 1.07. The stock’s fifty day moving average is $104.04 and its two-hundred day moving average is $99.04.

iShares S&P 500 Growth ETF Company Profile

(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.