Caldwell Trust Co Takes Position in iShares Russell 1000 Growth ETF $IWF

Caldwell Trust Co acquired a new position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 5,146 shares of the exchange traded fund’s stock, valued at approximately $2,185,000.

Other institutional investors have also recently bought and sold shares of the company. Concord Wealth Partners boosted its holdings in shares of iShares Russell 1000 Growth ETF by 1,966.7% during the second quarter. Concord Wealth Partners now owns 62 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 59 shares during the period. HighMark Wealth Management LLC lifted its position in iShares Russell 1000 Growth ETF by 60.5% in the 2nd quarter. HighMark Wealth Management LLC now owns 69 shares of the exchange traded fund’s stock worth $29,000 after buying an additional 26 shares in the last quarter. Bell Investment Advisors Inc acquired a new stake in shares of iShares Russell 1000 Growth ETF during the 2nd quarter valued at $32,000. First Community Trust NA grew its holdings in shares of iShares Russell 1000 Growth ETF by 525.0% during the 2nd quarter. First Community Trust NA now owns 125 shares of the exchange traded fund’s stock valued at $53,000 after acquiring an additional 105 shares in the last quarter. Finally, Compass Financial Services Inc acquired a new position in shares of iShares Russell 1000 Growth ETF in the second quarter worth $62,000. 75.33% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 1000 Growth ETF Trading Down 1.6%

Shares of NYSEARCA:IWF opened at $471.36 on Monday. The firm has a market cap of $122.39 billion, a price-to-earnings ratio of 33.43 and a beta of 1.13. iShares Russell 1000 Growth ETF has a 1 year low of $308.67 and a 1 year high of $493.00. The business has a fifty day simple moving average of $473.98 and a 200 day simple moving average of $449.94.

About iShares Russell 1000 Growth ETF

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.