Lee Kelleher & Klein Wealth Management Raises Position in iShares Russell 1000 Growth ETF $IWF

Lee Kelleher & Klein Wealth Management raised its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 315.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 27,706 shares of the exchange traded fund’s stock after purchasing an additional 21,043 shares during the quarter. iShares Russell 1000 Growth ETF accounts for about 1.8% of Lee Kelleher & Klein Wealth Management’s holdings, making the stock its 13th biggest position. Lee Kelleher & Klein Wealth Management’s holdings in iShares Russell 1000 Growth ETF were worth $3,440,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Godsey & Gibb Inc. acquired a new position in iShares Russell 1000 Growth ETF during the fourth quarter worth about $27,000. Roxbury Financial LLC increased its position in iShares Russell 1000 Growth ETF by 300.0% during the second quarter. Roxbury Financial LLC now owns 216 shares of the exchange traded fund’s stock worth $27,000 after buying an additional 162 shares in the last quarter. MBM Wealth Consultants LLC purchased a new stake in iShares Russell 1000 Growth ETF during the 1st quarter worth about $28,000. Concord Wealth Partners grew its holdings in shares of iShares Russell 1000 Growth ETF by 210.0% during the fourth quarter. Concord Wealth Partners now owns 62 shares of the exchange traded fund’s stock worth $29,000 after buying an additional 42 shares in the last quarter. Finally, Richards Merrill & Peterson Inc. grew its stake in iShares Russell 1000 Growth ETF by 76.9% in the 1st quarter. Richards Merrill & Peterson Inc. now owns 69 shares of the exchange traded fund’s stock worth $29,000 after acquiring an additional 30 shares during the period. 75.33% of the stock is owned by institutional investors and hedge funds.

iShares Russell 1000 Growth ETF Trading Up 0.7%

iShares Russell 1000 Growth ETF stock opened at $124.42 on Thursday. The firm has a market capitalization of $127.48 billion, a P/E ratio of 33.43 and a beta of 1.17. The stock has a fifty day moving average price of $121.52 and a 200 day moving average price of $117.85. iShares Russell 1000 Growth ETF has a 52 week low of $102.23 and a 52 week high of $129.14.

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.