Trademark Financial Management LLC Has $2.08 Million Stake in iShares Russell 1000 Growth ETF $IWF

Trademark Financial Management LLC trimmed its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 19.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,904 shares of the exchange traded fund’s stock after selling 1,222 shares during the period. iShares Russell 1000 Growth ETF makes up approximately 1.3% of Trademark Financial Management LLC’s investment portfolio, making the stock its 24th largest position. Trademark Financial Management LLC’s holdings in iShares Russell 1000 Growth ETF were worth $2,082,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Endowment Wealth Management Inc. acquired a new stake in iShares Russell 1000 Growth ETF during the second quarter worth about $210,000. Golden State Wealth Management LLC grew its stake in iShares Russell 1000 Growth ETF by 311.2% during the first quarter. Golden State Wealth Management LLC now owns 2,743 shares of the exchange traded fund’s stock worth $991,000 after buying an additional 2,076 shares in the last quarter. PGIM Custom Harvest LLC grew its stake in iShares Russell 1000 Growth ETF by 27.3% during the first quarter. PGIM Custom Harvest LLC now owns 5,428 shares of the exchange traded fund’s stock worth $1,960,000 after buying an additional 1,165 shares in the last quarter. Partnership Wealth Management LLC grew its stake in iShares Russell 1000 Growth ETF by 5.4% during the second quarter. Partnership Wealth Management LLC now owns 18,058 shares of the exchange traded fund’s stock worth $7,667,000 after buying an additional 922 shares in the last quarter. Finally, Obermeyer Wealth Partners boosted its stake in shares of iShares Russell 1000 Growth ETF by 27.0% in the 1st quarter. Obermeyer Wealth Partners now owns 3,565 shares of the exchange traded fund’s stock valued at $1,287,000 after purchasing an additional 759 shares in the last quarter. 75.33% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 1000 Growth ETF Trading Up 0.9%

IWF opened at $472.93 on Friday. The company’s 50 day moving average is $459.79 and its 200-day moving average is $421.81. iShares Russell 1000 Growth ETF has a 1-year low of $308.67 and a 1-year high of $476.74. The company has a market cap of $122.49 billion, a P/E ratio of 33.43 and a beta of 1.08.

iShares Russell 1000 Growth ETF 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.