Mosaic Advisors LLC Buys New Shares in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Mosaic Advisors LLC bought a new position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,713 shares of the company’s stock, valued at approximately $275,000. iShares S&P 500 Growth ETF makes up about 0.3% of Mosaic Advisors LLC’s portfolio, making the stock its 13th biggest position.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Strategic Financial Concepts LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 10,066.9% in the 4th quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock worth $479,000 after purchasing an additional 421,703 shares in the last quarter. Advyzon Investment Management LLC bought a new position in shares of iShares S&P 500 Growth ETF in the fourth quarter valued at $420,000. Encompass Wealth Advisors LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 2.0% during the fourth quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock valued at $37,319,000 after buying an additional 7,349 shares during the last quarter. Perigon Wealth Management LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 3.9% during the fourth quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock valued at $10,760,000 after buying an additional 3,942 shares during the last quarter. Finally, Amundi increased its position in shares of iShares S&P 500 Growth ETF by 464.0% during the fourth quarter. Amundi now owns 13,711 shares of the company’s stock worth $1,392,000 after acquiring an additional 11,280 shares in the last quarter.

iShares S&P 500 Growth ETF Stock Performance

Shares of NYSEARCA IVW opened at $97.11 on Tuesday. The stock has a market cap of $53.45 billion, a price-to-earnings ratio of 30.22 and a beta of 1.08. 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’s 50-day simple moving average is $101.40 and its 200 day simple moving average is $99.77.

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.