Middleton & Co. Inc. MA Sells 390 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Middleton & Co. Inc. MA reduced its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 5.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,830 shares of the company’s stock after selling 390 shares during the period. Middleton & Co. Inc. MA’s holdings in iShares S&P 500 Growth ETF were worth $693,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Strategic Financial Concepts LLC boosted its holdings in shares of iShares S&P 500 Growth ETF by 10,066.9% in the fourth quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock worth $479,000 after acquiring an additional 421,703 shares during the period. Advyzon Investment Management LLC purchased a new stake in shares of iShares S&P 500 Growth ETF in the fourth quarter worth $420,000. River Street Advisors LLC raised its position in shares of iShares S&P 500 Growth ETF by 17.5% in the third quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock worth $956,000 after buying an additional 1,483 shares in the last quarter. Encompass Wealth Advisors LLC raised its position in shares of iShares S&P 500 Growth ETF by 2.0% in the fourth quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock worth $37,319,000 after buying an additional 7,349 shares in the last quarter. Finally, Perigon Wealth Management LLC raised its position in shares of iShares S&P 500 Growth ETF by 3.9% in the fourth quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock worth $10,760,000 after buying an additional 3,942 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Performance

Shares of IVW stock opened at $101.17 on Friday. 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 $56.45 billion, a PE ratio of 33.87 and a beta of 1.07. The business’s fifty day moving average is $103.83 and its 200 day moving average is $99.34.

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.