Total Wealth Planning LLC Has $15.04 Million Stock Position in iShares Russell 1000 Growth ETF $IWF

Total Wealth Planning LLC raised its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 14.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 32,115 shares of the exchange traded fund’s stock after buying an additional 4,164 shares during the period. iShares Russell 1000 Growth ETF comprises 1.7% of Total Wealth Planning LLC’s portfolio, making the stock its 18th biggest position. Total Wealth Planning LLC’s holdings in iShares Russell 1000 Growth ETF were worth $15,043,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Concord Wealth Partners raised its position in iShares Russell 1000 Growth ETF by 1,966.7% in the 2nd quarter. Concord Wealth Partners now owns 62 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 59 shares during the last quarter. HighMark Wealth Management LLC increased its stake in shares of 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 buying an additional 26 shares in the last quarter. Bell Investment Advisors Inc acquired a new stake in shares of iShares Russell 1000 Growth ETF in the second quarter valued at $32,000. First Community Trust NA raised its holdings in shares of iShares Russell 1000 Growth ETF by 525.0% in the second quarter. First Community Trust NA now owns 125 shares of the exchange traded fund’s stock valued at $53,000 after buying an additional 105 shares during the last quarter. Finally, Compass Financial Services Inc acquired a new position in iShares Russell 1000 Growth ETF during the 2nd quarter worth about $62,000. 75.33% of the stock is owned by institutional investors and hedge funds.

iShares Russell 1000 Growth ETF Stock Down 0.0%

Shares of NYSEARCA:IWF opened at $480.33 on Friday. The firm has a market cap of $124.72 billion, a P/E ratio of 33.43 and a beta of 1.13. iShares Russell 1000 Growth ETF has a 12 month low of $308.67 and a 12 month high of $493.00. The company’s 50-day moving average price is $475.05 and its two-hundred day moving average price is $454.47.

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.