iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Vertex Planning Partners LLC’s 9th Largest Position

Vertex Planning Partners LLC cut its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 106,545 shares of the company’s stock after selling 1,651 shares during the quarter. iShares S&P 500 Growth ETF makes up about 2.4% of Vertex Planning Partners LLC’s holdings, making the stock its 9th biggest holding. Vertex Planning Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $10,202,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Inspire Advisors LLC grew its stake in shares of iShares S&P 500 Growth ETF by 4.4% in the third quarter. Inspire Advisors LLC now owns 2,602 shares of the company’s stock worth $249,000 after acquiring an additional 109 shares during the last quarter. Annex Advisory Services LLC increased its position in shares of iShares S&P 500 Growth ETF by 2.7% during the second quarter. Annex Advisory Services LLC now owns 4,165 shares of the company’s stock valued at $385,000 after acquiring an additional 110 shares in the last quarter. Savvy Advisors Inc. increased its position in shares of iShares S&P 500 Growth ETF by 2.7% during the third quarter. Savvy Advisors Inc. now owns 4,306 shares of the company’s stock valued at $412,000 after acquiring an additional 112 shares in the last quarter. First National Bank & Trust Co. of Newtown raised its holdings in iShares S&P 500 Growth ETF by 0.6% in the 3rd quarter. First National Bank & Trust Co. of Newtown now owns 17,821 shares of the company’s stock worth $1,706,000 after acquiring an additional 115 shares during the last quarter. Finally, Massmutual Trust Co. FSB ADV lifted its position in iShares S&P 500 Growth ETF by 10.0% in the 2nd quarter. Massmutual Trust Co. FSB ADV now owns 1,320 shares of the company’s stock valued at $122,000 after acquiring an additional 120 shares in the last quarter.

iShares S&P 500 Growth ETF Trading Up 0.4 %

iShares S&P 500 Growth ETF stock opened at $98.71 on Tuesday. iShares S&P 500 Growth ETF has a 12 month low of $71.93 and a 12 month high of $101.55. The stock has a fifty day simple moving average of $96.45 and a two-hundred day simple moving average of $92.54. The firm has a market cap of $51.71 billion, a price-to-earnings ratio of 28.52 and a beta of 1.14.

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.