Axxcess Wealth Management LLC Decreases Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Axxcess Wealth Management LLC lessened its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 5.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,618 shares of the company’s stock after selling 545 shares during the period. Axxcess Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $798,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Aveo Capital Partners LLC boosted its position in iShares S&P 500 Growth ETF by 13.4% in the fourth 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 during the last quarter. 9258 Wealth Management LLC increased its stake in shares of iShares S&P 500 Growth ETF by 1.3% in the fourth quarter. 9258 Wealth Management LLC now owns 15,322 shares of the company’s stock worth $1,151,000 after acquiring an additional 198 shares during the period. Balentine LLC raised its holdings in shares of iShares S&P 500 Growth ETF by 28.4% during the fourth quarter. Balentine LLC now owns 2,026 shares of the company’s stock worth $152,000 after purchasing an additional 448 shares during the last quarter. Assetmark Inc. lifted its position in iShares S&P 500 Growth ETF by 13.5% during the fourth quarter. Assetmark Inc. now owns 27,118 shares of the company’s stock valued at $2,037,000 after purchasing an additional 3,219 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its holdings in iShares S&P 500 Growth ETF by 9.3% in the fourth quarter. EverSource Wealth Advisors LLC now owns 10,599 shares of the company’s stock valued at $796,000 after purchasing an additional 899 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA IVW opened at $95.15 on Friday. The firm has a market capitalization of $49.85 billion, a P/E ratio of 28.52 and a beta of 1.14. The stock has a 50-day simple moving average of $91.44 and a two-hundred day simple moving average of $88.32. iShares S&P 500 Growth ETF has a fifty-two week low of $65.53 and a fifty-two week high of $97.22.

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.