LWM Advisors Inc. Has $26.04 Million Position in iShares Russell 1000 Growth ETF $IWF

LWM Advisors Inc. lifted its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 305.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 209,701 shares of the exchange traded fund’s stock after purchasing an additional 157,961 shares during the quarter. iShares Russell 1000 Growth ETF accounts for about 19.4% of LWM Advisors Inc.’s investment portfolio, making the stock its 2nd biggest holding. LWM Advisors Inc.’s holdings in iShares Russell 1000 Growth ETF were worth $26,039,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Revolve Wealth Partners LLC increased its holdings in iShares Russell 1000 Growth ETF by 2.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 6,447 shares of the exchange traded fund’s stock worth $2,589,000 after buying an additional 153 shares in the last quarter. Bison Wealth LLC raised its position in iShares Russell 1000 Growth ETF by 20.5% in the 4th quarter. Bison Wealth LLC now owns 22,897 shares of the exchange traded fund’s stock worth $9,195,000 after buying an additional 3,888 shares during the last quarter. Schnieders Capital Management LLC. lifted its stake in iShares Russell 1000 Growth ETF by 24.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 4,253 shares of the exchange traded fund’s stock valued at $1,806,000 after acquiring an additional 849 shares during the period. Russell Investments Group Ltd. lifted its stake in iShares Russell 1000 Growth ETF by 55.5% during the 2nd quarter. Russell Investments Group Ltd. now owns 3,378 shares of the exchange traded fund’s stock valued at $1,434,000 after acquiring an additional 1,205 shares during the period. Finally, First Trust Advisors LP lifted its stake in iShares Russell 1000 Growth ETF by 70.3% during the 2nd quarter. First Trust Advisors LP now owns 1,960 shares of the exchange traded fund’s stock valued at $832,000 after acquiring an additional 809 shares during the period. Hedge funds and other institutional investors own 75.33% of the company’s stock.

iShares Russell 1000 Growth ETF Price Performance

Shares of NYSEARCA IWF opened at $124.60 on Monday. The firm’s 50-day moving average price is $121.75 and its 200-day moving average price is $117.67. iShares Russell 1000 Growth ETF has a 52-week low of $102.23 and a 52-week high of $129.14. The company 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 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.