Philip James Wealth Mangement LLC Has $900,000 Stake in iShares Russell 1000 ETF $IWB

Philip James Wealth Mangement LLC trimmed its stake in iShares Russell 1000 ETF (NYSEARCA:IWB) by 38.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,463 shares of the company’s stock after selling 1,512 shares during the period. Philip James Wealth Mangement LLC’s holdings in iShares Russell 1000 ETF were worth $900,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IWB. Brighton Jones LLC increased its position in shares of iShares Russell 1000 ETF by 3.4% during the 4th quarter. Brighton Jones LLC now owns 182,541 shares of the company’s stock worth $58,807,000 after purchasing an additional 6,006 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in iShares Russell 1000 ETF by 56.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,509 shares of the company’s stock valued at $486,000 after buying an additional 542 shares in the last quarter. SageView Advisory Group LLC grew its stake in iShares Russell 1000 ETF by 6.4% during the first quarter. SageView Advisory Group LLC now owns 769 shares of the company’s stock worth $236,000 after buying an additional 46 shares during the last quarter. Integrity Alliance LLC. bought a new stake in iShares Russell 1000 ETF during the first quarter worth about $302,000. Finally, Jones Financial Companies Lllp increased its holdings in shares of iShares Russell 1000 ETF by 5.1% during the first quarter. Jones Financial Companies Lllp now owns 10,240,732 shares of the company’s stock worth $3,123,735,000 after buying an additional 499,981 shares in the last quarter.

iShares Russell 1000 ETF Price Performance

Shares of IWB opened at $380.58 on Friday. The company has a market capitalization of $47.00 billion, a P/E ratio of 24.71 and a beta of 1.01. iShares Russell 1000 ETF has a one year low of $264.17 and a one year high of $381.20. The business’s 50 day simple moving average is $372.50 and its 200-day simple moving average is $361.43.

iShares Russell 1000 ETF Company Profile

iShares Russell 1000 ETF (the Fund), formerly iShares Russell 1000 Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 1000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the large-capitalization sector of the United States equity market and includes securities issued by the approximately 1,000 largest issuers in the Russell 3000 Index.