Sterling Financial Planning Inc. Has $12.97 Million Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Sterling Financial Planning Inc. reduced its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 0.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 172,690 shares of the company’s stock after selling 1,439 shares during the period. iShares S&P 500 Growth ETF makes up about 5.6% of Sterling Financial Planning Inc.’s holdings, making the stock its 4th largest holding. Sterling Financial Planning Inc.’s holdings in iShares S&P 500 Growth ETF were worth $12,969,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in IVW. Financial Connections Group Inc. purchased a new stake in shares of iShares S&P 500 Growth ETF in the fourth quarter worth $28,000. Goodwin Investment Advisory purchased a new stake in shares of iShares S&P 500 Growth ETF in the fourth quarter worth $29,000. Russell Investments Group Ltd. purchased a new stake in shares of iShares S&P 500 Growth ETF in the second quarter worth $30,000. Life Planning Partners Inc purchased a new stake in shares of iShares S&P 500 Growth ETF in the fourth quarter worth $32,000. Finally, Howe & Rusling Inc. raised its position in shares of iShares S&P 500 Growth ETF by 1,137.2% in the third quarter. Howe & Rusling Inc. now owns 532 shares of the company’s stock worth $36,000 after buying an additional 489 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA IVW traded down $0.48 during trading hours on Thursday, reaching $81.12. 2,082,391 shares of the stock traded hands, compared to its average volume of 3,702,123. The stock has a 50 day simple moving average of $83.08 and a two-hundred day simple moving average of $76.49. iShares S&P 500 Growth ETF has a 1 year low of $63.10 and a 1 year high of $85.56. The company has a market cap of $42.57 billion, a price-to-earnings ratio of 28.34 and a beta of 1.10.

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.