Trek Financial LLC Buys Shares of 1,523 iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Trek Financial LLC purchased a new position in iShares Russell 2000 Growth ETF (NYSEARCA:IWO) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 1,523 shares of the exchange traded fund’s stock, valued at approximately $438,000.

A number of other institutional investors have also recently made changes to their positions in IWO. Destination Wealth Management raised its holdings in shares of iShares Russell 2000 Growth ETF by 5.8% during the 4th quarter. Destination Wealth Management now owns 1,092 shares of the exchange traded fund’s stock valued at $314,000 after buying an additional 60 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of iShares Russell 2000 Growth ETF during the third quarter worth approximately $412,000. Transform Wealth LLC raised its stake in shares of iShares Russell 2000 Growth ETF by 1.9% during the fourth quarter. Transform Wealth LLC now owns 2,039 shares of the exchange traded fund’s stock worth $587,000 after acquiring an additional 38 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of iShares Russell 2000 Growth ETF by 45.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 495,559 shares of the exchange traded fund’s stock worth $140,739,000 after acquiring an additional 154,743 shares during the last quarter. Finally, Atomi Financial Group Inc. purchased a new stake in shares of iShares Russell 2000 Growth ETF in the 4th quarter valued at $232,000.

iShares Russell 2000 Growth ETF Stock Down 0.7 %

Shares of NYSEARCA:IWO opened at $230.80 on Tuesday. The stock has a market cap of $9.68 billion, a PE ratio of 20.50 and a beta of 1.21. The company’s fifty day moving average is $275.04 and its 200 day moving average is $287.64. iShares Russell 2000 Growth ETF has a 52 week low of $219.19 and a 52 week high of $317.62.

About iShares Russell 2000 Growth ETF

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.