Falcon Wealth Planning Reduces Stock Position in iShares Russell 2000 Growth ETF $IWO

Falcon Wealth Planning decreased its holdings in iShares Russell 2000 Growth ETF (NYSEARCA:IWO) by 6.0% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,175 shares of the exchange traded fund’s stock after selling 75 shares during the quarter. Falcon Wealth Planning’s holdings in iShares Russell 2000 Growth ETF were worth $336,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IWO. WPG Advisers LLC purchased a new stake in iShares Russell 2000 Growth ETF in the first quarter worth about $25,000. Cedar Mountain Advisors LLC raised its position in shares of iShares Russell 2000 Growth ETF by 137.5% in the 1st quarter. Cedar Mountain Advisors LLC now owns 114 shares of the exchange traded fund’s stock worth $29,000 after purchasing an additional 66 shares during the last quarter. Financial Gravity Asset Management Inc. purchased a new position in shares of iShares Russell 2000 Growth ETF in the 1st quarter worth about $34,000. Bernard Wealth Management Corp. raised its position in shares of iShares Russell 2000 Growth ETF by 118.5% in the 1st quarter. Bernard Wealth Management Corp. now owns 142 shares of the exchange traded fund’s stock worth $36,000 after purchasing an additional 77 shares during the last quarter. Finally, Dagco Inc. purchased a new position in shares of iShares Russell 2000 Growth ETF in the 1st quarter worth about $38,000. Hedge funds and other institutional investors own 74.88% of the company’s stock.

iShares Russell 2000 Growth ETF Stock Down 1.0%

Shares of NYSEARCA IWO opened at $316.12 on Friday. iShares Russell 2000 Growth ETF has a twelve month low of $219.19 and a twelve month high of $327.85. The company has a 50 day moving average of $303.49 and a 200 day moving average of $279.01. The firm has a market cap of $12.76 billion, a P/E ratio of 21.86 and a beta of 1.15.

iShares Russell 2000 Growth ETF Profile

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.