EP Wealth Advisors LLC Cuts Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

EP Wealth Advisors LLC trimmed its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 0.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 109,786 shares of the company’s stock after selling 230 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $10,160,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Annex Advisory Services LLC increased its holdings in shares of iShares S&P 500 Growth ETF by 2.7% in the 2nd quarter. Annex Advisory Services LLC now owns 4,165 shares of the company’s stock worth $385,000 after buying an additional 110 shares during the last quarter. Massmutual Trust Co. FSB ADV increased its stake in iShares S&P 500 Growth ETF by 10.0% during the second quarter. Massmutual Trust Co. FSB ADV now owns 1,320 shares of the company’s stock worth $122,000 after acquiring an additional 120 shares during the last quarter. Texas Capital Bancshares Inc TX raised its position in iShares S&P 500 Growth ETF by 4.1% during the first quarter. Texas Capital Bancshares Inc TX now owns 3,102 shares of the company’s stock valued at $262,000 after purchasing an additional 122 shares during the period. Processus Wealth & Capital Management LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 1.0% in the 2nd quarter. Processus Wealth & Capital Management LLC now owns 12,423 shares of the company’s stock valued at $1,150,000 after purchasing an additional 122 shares during the last quarter. Finally, Diversified LLC boosted its holdings in shares of iShares S&P 500 Growth ETF by 4.3% in the 2nd quarter. Diversified LLC now owns 3,013 shares of the company’s stock worth $279,000 after purchasing an additional 123 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA IVW opened at $95.75 on Tuesday. The business’s 50 day moving average price is $91.61 and its 200-day moving average price is $89.00. iShares S&P 500 Growth ETF has a fifty-two week low of $65.53 and a fifty-two week high of $97.22. The company has a market cap of $50.16 billion, a P/E 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.