Great Waters Wealth Management Has $2.49 Million Stock Holdings in iShares Russell 1000 Growth ETF $IWF

Great Waters Wealth Management increased its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 298.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,022 shares of the exchange traded fund’s stock after acquiring an additional 14,993 shares during the quarter. iShares Russell 1000 Growth ETF comprises about 0.2% of Great Waters Wealth Management’s investment portfolio, making the stock its 22nd largest position. Great Waters Wealth Management’s holdings in iShares Russell 1000 Growth ETF were worth $2,486,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. Godsey & Gibb Inc. acquired a new position in iShares Russell 1000 Growth ETF in the fourth quarter valued at approximately $27,000. Roxbury Financial LLC grew its holdings in iShares Russell 1000 Growth ETF by 300.0% during the 2nd quarter. Roxbury Financial LLC now owns 216 shares of the exchange traded fund’s stock worth $27,000 after acquiring an additional 162 shares during the period. MBM Wealth Consultants LLC acquired a new stake in iShares Russell 1000 Growth ETF during the 1st quarter worth $28,000. Concord Wealth Partners boosted its position in shares of iShares Russell 1000 Growth ETF by 210.0% in the 4th quarter. Concord Wealth Partners now owns 62 shares of the exchange traded fund’s stock worth $29,000 after purchasing an additional 42 shares during the last quarter. Finally, Richards Merrill & Peterson Inc. increased its holdings in iShares Russell 1000 Growth ETF by 76.9% in the first quarter. Richards Merrill & Peterson Inc. now owns 69 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 30 shares during the last quarter. 75.33% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 1000 Growth ETF Price Performance

Shares of IWF stock opened at $124.60 on Monday. The stock has a 50-day moving average of $121.75 and a 200-day moving average of $117.67. iShares Russell 1000 Growth ETF has a one year low of $102.23 and a one year high of $129.14. The stock has a market cap of $127.67 billion, a PE ratio of 33.43 and a beta of 1.17.

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. The index represents approximately 50% of the total market capitalization of the Russell 1000 Index.