SilverOak Wealth Management LLC Lowers Stock Position in iShares S&P 500 Growth ETF $IVW

SilverOak Wealth Management LLC trimmed its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 1.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 570,356 shares of the company’s stock after selling 11,007 shares during the period. iShares S&P 500 Growth ETF makes up 11.0% of SilverOak Wealth Management LLC’s holdings, making the stock its 3rd largest holding. SilverOak Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $70,302,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the stock. First Horizon Corp bought a new stake in iShares S&P 500 Growth ETF during the third quarter worth about $4,237,000. Atria Investments Inc raised its position in shares of iShares S&P 500 Growth ETF by 4.6% in the 3rd quarter. Atria Investments Inc now owns 457,419 shares of the company’s stock valued at $55,220,000 after buying an additional 19,917 shares in the last quarter. Clark Financial Services Group Inc. BD raised its position in shares of iShares S&P 500 Growth ETF by 38.7% in the 3rd quarter. Clark Financial Services Group Inc. BD now owns 109,021 shares of the company’s stock valued at $13,161,000 after buying an additional 30,407 shares in the last quarter. Fortis Capital Advisors LLC lifted its holdings in shares of iShares S&P 500 Growth ETF by 58.9% during the 3rd quarter. Fortis Capital Advisors LLC now owns 18,152 shares of the company’s stock worth $2,191,000 after acquiring an additional 6,732 shares during the period. Finally, Great Point Wealth Advisors LLC bought a new stake in shares of iShares S&P 500 Growth ETF during the 3rd quarter worth approximately $4,409,000.

iShares S&P 500 Growth ETF Trading Down 0.7%

NYSEARCA IVW opened at $126.84 on Wednesday. The firm’s 50 day simple moving average is $118.85 and its 200 day simple moving average is $121.39. The firm has a market capitalization of $68.41 billion, a price-to-earnings ratio of 33.33 and a beta of 1.15. iShares S&P 500 Growth ETF has a 1 year low of $86.74 and a 1 year high of $128.68.

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. The Growth Index is a subset of the S&P 500 and consists of those stocks in the S&P 500 exhibiting the strongest growth characteristics.

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