SkyOak Wealth LLC Boosts Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

SkyOak Wealth LLC raised its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 119.1% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,714 shares of the company’s stock after acquiring an additional 3,650 shares during the period. SkyOak Wealth LLC’s holdings in iShares S&P 500 Growth ETF were worth $621,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Aveo Capital Partners LLC raised its position in shares of iShares S&P 500 Growth ETF by 13.4% during the 4th quarter. Aveo Capital Partners LLC now owns 6,602 shares of the company’s stock valued at $496,000 after buying an additional 779 shares in the last quarter. 9258 Wealth Management LLC raised its position in iShares S&P 500 Growth ETF by 1.3% during the fourth quarter. 9258 Wealth Management LLC now owns 15,322 shares of the company’s stock valued at $1,151,000 after purchasing an additional 198 shares in the last quarter. Balentine LLC boosted its holdings in shares of iShares S&P 500 Growth ETF by 28.4% in the 4th quarter. Balentine LLC now owns 2,026 shares of the company’s stock worth $152,000 after purchasing an additional 448 shares in the last quarter. Sachetta LLC bought a new position in shares of iShares S&P 500 Growth ETF during the 4th quarter valued at about $404,000. Finally, Assetmark Inc. raised its holdings in shares of iShares S&P 500 Growth ETF by 13.5% during the 4th quarter. Assetmark Inc. now owns 27,118 shares of the company’s stock valued at $2,037,000 after buying an additional 3,219 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

Shares of IVW opened at $93.14 on Wednesday. iShares S&P 500 Growth ETF has a 1 year low of $65.53 and a 1 year high of $97.22. The stock has a 50 day simple moving average of $91.52 and a two-hundred day simple moving average of $88.24. The firm has a market cap of $48.80 billion, a P/E ratio of 28.52 and a beta of 1.14.

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.