Oak Barrel Wealth Advisory LLC Takes Position in iShares Russell 2000 Growth ETF $IWO

Oak Barrel Wealth Advisory LLC acquired a new position in iShares Russell 2000 Growth ETF (NYSEARCA:IWO) in the 2nd quarter, Holdings Channel.com reports. The firm acquired 1,762 shares of the exchange traded fund’s stock, valued at approximately $694,000. iShares Russell 2000 Growth ETF accounts for approximately 0.3% of Oak Barrel Wealth Advisory LLC’s portfolio, making the stock its 26th largest holding.

A number of other institutional investors also recently bought and sold shares of IWO. Modus Advisors LLC purchased a new position in iShares Russell 2000 Growth ETF during the fourth quarter valued at $26,000. Strive Financial Group LLC purchased a new stake in iShares Russell 2000 Growth ETF in the fourth quarter worth about $26,000. Johnson Financial Group Inc. increased its position in iShares Russell 2000 Growth ETF by 500.0% in the fourth quarter. Johnson Financial Group Inc. now owns 90 shares of the exchange traded fund’s stock worth $29,000 after buying an additional 75 shares in the last quarter. TD Capital Management LLC bought a new position in shares of iShares Russell 2000 Growth ETF in the fourth quarter worth about $30,000. Finally, Ascentis Independent Advisors bought a new position in shares of iShares Russell 2000 Growth ETF in the first quarter worth about $32,000. 74.88% of the stock is owned by institutional investors.

iShares Russell 2000 Growth ETF Stock Down 0.2%

IWO stock opened at $394.70 on Tuesday. iShares Russell 2000 Growth ETF has a twelve month low of $292.31 and a twelve month high of $396.69. The stock has a market cap of $15.24 billion, a P/E ratio of 21.86 and a beta of 1.19. The business’s 50-day moving average price is $383.16 and its 200-day moving average price is $357.55.

iShares Russell 2000 Growth ETF Company Profile

iShares Russell 2000 Growth ETF (the Fund) is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 2000 Growth Index (the Index). The Index measures the performance of the small-capitalization growth sector of the United States equity market. It is a subset of the Russell 2000 Index, which measures the performance of the small-capitalization sector of the United States equity market.