Assetmark Inc. Has $3.07 Million Stake in iShares Russell 2000 Growth ETF $IWO

Assetmark Inc. reduced its stake in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO) by 26.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,777 shares of the exchange traded fund’s stock after selling 3,606 shares during the period. Assetmark Inc.’s holdings in iShares Russell 2000 Growth ETF were worth $3,068,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in IWO. Quent Long Short Global Small Cap Fund LP bought a new position in iShares Russell 2000 Growth ETF in the 4th quarter worth $9,924,000. Curated Wealth Partners LLC bought a new stake in iShares Russell 2000 Growth ETF during the fourth quarter valued at about $6,727,000. Dakota Wealth Management grew its position in shares of iShares Russell 2000 Growth ETF by 34.3% in the fourth quarter. Dakota Wealth Management now owns 8,043 shares of the exchange traded fund’s stock valued at $2,598,000 after purchasing an additional 2,054 shares during the last quarter. AE Wealth Management LLC grew its position in shares of iShares Russell 2000 Growth ETF by 24.2% in the fourth quarter. AE Wealth Management LLC now owns 266,445 shares of the exchange traded fund’s stock valued at $86,065,000 after purchasing an additional 51,934 shares during the last quarter. Finally, One Wealth Advisors LLC bought a new position in shares of iShares Russell 2000 Growth ETF in the fourth quarter worth about $696,000. Institutional investors own 74.88% of the company’s stock.

iShares Russell 2000 Growth ETF Stock Performance

iShares Russell 2000 Growth ETF stock opened at $376.18 on Thursday. iShares Russell 2000 Growth ETF has a 52 week low of $280.35 and a 52 week high of $396.69. The firm has a market capitalization of $14.69 billion, a PE ratio of 21.86 and a beta of 1.18. The business’s 50-day simple moving average is $379.65 and its 200-day simple moving average is $352.68.

iShares Russell 2000 Growth ETF Company 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. It is a subset of the Russell 2000 Index, which measures the performance of the small-capitalization sector of the United States equity market.