iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Acquired by Kapstone Financial Advisors LLC

Kapstone Financial Advisors LLC grew its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 14.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,843 shares of the company’s stock after acquiring an additional 4,284 shares during the quarter. iShares S&P 500 Growth ETF comprises approximately 2.0% of Kapstone Financial Advisors LLC’s investment portfolio, making the stock its 9th largest holding. Kapstone Financial Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $3,616,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. BankPlus Trust Department purchased a new position in iShares S&P 500 Growth ETF in the 4th quarter worth $36,000. Hantz Financial Services Inc. purchased a new position in shares of iShares S&P 500 Growth ETF in the fourth quarter worth about $40,000. Compass Financial Services Inc purchased a new position in shares of iShares S&P 500 Growth ETF in the fourth quarter worth about $40,000. POM Investment Strategies LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 194.8% during the fourth quarter. POM Investment Strategies LLC now owns 457 shares of the company’s stock worth $46,000 after purchasing an additional 302 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 approximately $64,000.

iShares S&P 500 Growth ETF Trading Down 2.5 %

IVW opened at $98.60 on Tuesday. iShares S&P 500 Growth ETF has a 12-month low of $79.07 and a 12-month high of $107.14. The firm has a 50 day moving average of $103.73 and a two-hundred day moving average of $99.51. The firm has a market capitalization of $55.02 billion, a PE 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.