iShares Russell 1000 Growth ETF $IWF Stake Increased by Circle Wealth Management LLC

Circle Wealth Management LLC grew its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 5.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,363,473 shares of the exchange traded fund’s stock after acquiring an additional 76,250 shares during the quarter. iShares Russell 1000 Growth ETF comprises about 9.9% of Circle Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest holding. Circle Wealth Management LLC owned 0.53% of iShares Russell 1000 Growth ETF worth $645,332,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Godsey & Gibb Inc. purchased a new stake in shares of iShares Russell 1000 Growth ETF during the 4th quarter valued at about $27,000. Concord Wealth Partners boosted its holdings 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 acquiring an additional 42 shares during the last quarter. Reyes Financial Architecture Inc. purchased a new stake in shares of iShares Russell 1000 Growth ETF during the 4th quarter valued at about $30,000. Networth Advisors LLC purchased a new stake in shares of iShares Russell 1000 Growth ETF during the 4th quarter valued at about $32,000. Finally, Holos Integrated Wealth LLC purchased a new stake in shares of iShares Russell 1000 Growth ETF during the 4th quarter valued at about $35,000. Hedge funds and other institutional investors own 75.33% of the company’s stock.

iShares Russell 1000 Growth ETF Stock Up 0.0%

Shares of NYSEARCA:IWF opened at $121.61 on Friday. The firm’s 50 day moving average price is $120.45 and its 200-day moving average price is $116.97. iShares Russell 1000 Growth ETF has a twelve month low of $100.47 and a twelve month high of $129.14. The stock has a market capitalization of $127.01 billion, a PE ratio of 33.43 and a beta of 1.16.

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.