LWM Advisors Inc. increased its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 305.3% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 209,701 shares of the exchange traded fund’s stock after acquiring an additional 157,961 shares during the quarter. iShares Russell 1000 Growth ETF accounts for about 19.4% of LWM Advisors Inc.’s investment portfolio, making the stock its 2nd biggest holding. LWM Advisors Inc.’s holdings in iShares Russell 1000 Growth ETF were worth $26,039,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors also recently modified their holdings of the company. Godsey & Gibb Inc. bought a new position in iShares Russell 1000 Growth ETF in the fourth quarter valued at about $27,000. Roxbury Financial LLC boosted its position in iShares Russell 1000 Growth ETF by 300.0% in the second quarter. Roxbury Financial LLC now owns 216 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 162 shares during the last quarter. MBM Wealth Consultants LLC bought a new stake in shares of iShares Russell 1000 Growth ETF during the 1st quarter valued at about $28,000. Concord Wealth Partners grew its stake in shares of iShares Russell 1000 Growth ETF by 210.0% during the 4th quarter. Concord Wealth Partners now owns 62 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 42 shares during the period. Finally, Richards Merrill & Peterson Inc. grew its stake in shares of iShares Russell 1000 Growth ETF by 76.9% during the 1st quarter. Richards Merrill & Peterson Inc. now owns 69 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 30 shares during the period. Institutional investors own 75.33% of the company’s stock.
iShares Russell 1000 Growth ETF Price Performance
NYSEARCA IWF opened at $124.60 on Monday. iShares Russell 1000 Growth ETF has a 52 week low of $102.23 and a 52 week high of $129.14. The firm has a market capitalization of $127.67 billion, a P/E ratio of 33.43 and a beta of 1.17. The company has a 50-day moving average price of $121.75 and a 200-day moving average price of $117.67.
iShares Russell 1000 Growth ETF Company Profile
iShares Russell 1000 Growth ETF (the Fund), formerly iShares Russell 1000 Growth Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment returns that correspond generally to the price and yield performance of the Russell 1000 Growth Index (the Index). The Index measures the performance of equity securities of Russell 1000 index issuers with relatively higher price-to-book ratios and higher forecasted growth. The index represents approximately 50% of the total market capitalization of the Russell 1000 Index.
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