Halpern Financial Inc. Has $22.49 Million Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Halpern Financial Inc. lessened its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 4.3% during the 3rd quarter, HoldingsChannel reports. The fund owned 237,739 shares of the company’s stock after selling 10,745 shares during the quarter. iShares S&P 500 Growth ETF comprises approximately 5.8% of Halpern Financial Inc.’s portfolio, making the stock its 5th biggest holding. Halpern Financial Inc.’s holdings in iShares S&P 500 Growth ETF were worth $22,485,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently modified their holdings of the company. Morningstar Investment Services LLC lifted its stake in iShares S&P 500 Growth ETF by 291.0% in the 4th quarter. Morningstar Investment Services LLC now owns 18,336 shares of the company’s stock worth $1,382,000 after purchasing an additional 13,647 shares in the last quarter. Wescott Financial Advisory Group LLC grew its holdings in iShares S&P 500 Growth ETF by 10.7% during the 4th quarter. Wescott Financial Advisory Group LLC now owns 54,142 shares of the company’s stock valued at $4,066,000 after purchasing an additional 5,220 shares during the last quarter. Vermillion & White Wealth Management Group LLC purchased a new stake in iShares S&P 500 Growth ETF in the 4th quarter valued at about $82,000. Personal CFO Solutions LLC lifted its position in shares of iShares S&P 500 Growth ETF by 15.4% in the 4th quarter. Personal CFO Solutions LLC now owns 9,905 shares of the company’s stock worth $744,000 after purchasing an additional 1,324 shares during the period. Finally, Connectus Wealth LLC lifted its position in shares of iShares S&P 500 Growth ETF by 21.6% in the 4th quarter. Connectus Wealth LLC now owns 15,880 shares of the company’s stock worth $1,193,000 after purchasing an additional 2,819 shares during the period.

iShares S&P 500 Growth ETF Stock Performance

NYSEARCA:IVW traded up $1.00 during midday trading on Friday, reaching $95.64. 1,074,375 shares of the stock traded hands, compared to its average volume of 3,049,714. iShares S&P 500 Growth ETF has a 12-month low of $65.53 and a 12-month high of $97.22. The business has a 50-day moving average of $91.94 and a two-hundred day moving average of $89.24. The stock has a market capitalization of $50.11 billion, a PE 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.