Waldron Private Wealth LLC Has $251.81 Million Holdings in iShares Russell 1000 Growth ETF $IWF

Waldron Private Wealth LLC increased its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 0.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 593,071 shares of the exchange traded fund’s stock after buying an additional 2,413 shares during the quarter. iShares Russell 1000 Growth ETF accounts for approximately 11.0% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 2nd largest position. Waldron Private Wealth LLC owned approximately 0.23% of iShares Russell 1000 Growth ETF worth $251,805,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Concord Wealth Partners increased its stake in shares of iShares Russell 1000 Growth ETF by 1,966.7% in the second quarter. Concord Wealth Partners now owns 62 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 59 shares during the period. HighMark Wealth Management LLC boosted its holdings in iShares Russell 1000 Growth ETF by 60.5% in the second quarter. HighMark Wealth Management LLC now owns 69 shares of the exchange traded fund’s stock valued at $29,000 after acquiring an additional 26 shares during the last quarter. Mowery & Schoenfeld Wealth Management LLC bought a new stake in iShares Russell 1000 Growth ETF in the first quarter valued at approximately $31,000. Hughes Financial Services LLC bought a new stake in iShares Russell 1000 Growth ETF in the first quarter valued at approximately $33,000. Finally, American Capital Advisory LLC boosted its holdings in iShares Russell 1000 Growth ETF by 792.3% in the first quarter. American Capital Advisory LLC now owns 116 shares of the exchange traded fund’s stock valued at $42,000 after acquiring an additional 103 shares during the last quarter. Institutional investors and hedge funds own 75.33% of the company’s stock.

iShares Russell 1000 Growth ETF Price Performance

Shares of IWF stock opened at $477.19 on Friday. The stock has a market capitalization of $123.59 billion, a PE ratio of 33.43 and a beta of 1.08. iShares Russell 1000 Growth ETF has a one year low of $308.67 and a one year high of $478.40. The business’s 50 day simple moving average is $460.35 and its 200 day simple moving average is $423.60.

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.