Montz Harcus Wealth Management LLC Increases Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Montz Harcus Wealth Management LLC boosted its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 9.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,540 shares of the company’s stock after buying an additional 223 shares during the period. Montz Harcus Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $243,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. CarsonAllaria Wealth Management Ltd. grew its holdings in shares of iShares S&P 500 Growth ETF by 45.5% in the first quarter. CarsonAllaria Wealth Management Ltd. now owns 400 shares of the company’s stock valued at $34,000 after purchasing an additional 125 shares during the period. 1620 Investment Advisors Inc. purchased a new stake in shares of iShares S&P 500 Growth ETF in the 2nd quarter valued at approximately $34,000. Financial Connections Group Inc. acquired a new stake in shares of iShares S&P 500 Growth ETF during the 2nd quarter worth approximately $35,000. GPS Wealth Strategies Group LLC raised its position in shares of iShares S&P 500 Growth ETF by 91.3% during the 2nd quarter. GPS Wealth Strategies Group LLC now owns 417 shares of the company’s stock valued at $39,000 after buying an additional 199 shares during the period. Finally, Davis Capital Management lifted its holdings in iShares S&P 500 Growth ETF by 78.4% in the third quarter. Davis Capital Management now owns 412 shares of the company’s stock valued at $39,000 after acquiring an additional 181 shares during the last quarter.

iShares S&P 500 Growth ETF Trading Up 0.5 %

IVW stock traded up $0.49 during midday trading on Friday, hitting $97.56. 3,090,376 shares of the company’s stock were exchanged, compared to its average volume of 2,947,104. iShares S&P 500 Growth ETF has a 1-year low of $65.53 and a 1-year high of $98.41. The business has a 50-day simple moving average of $94.36 and a two-hundred day simple moving average of $90.59. The stock has a market capitalization of $51.11 billion, a PE 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.