Concurrent Investment Advisors LLC Grows Position in iShares Russell 1000 Growth ETF $IWF

Concurrent Investment Advisors LLC raised its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 11.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,671 shares of the exchange traded fund’s stock after acquiring an additional 703 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares Russell 1000 Growth ETF were worth $2,832,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Golden State Wealth Management LLC raised its holdings in shares of iShares Russell 1000 Growth ETF by 311.2% in the 1st quarter. Golden State Wealth Management LLC now owns 2,743 shares of the exchange traded fund’s stock valued at $991,000 after acquiring an additional 2,076 shares in the last quarter. PGIM Custom Harvest LLC increased its position in shares of iShares Russell 1000 Growth ETF by 27.3% during the 1st quarter. PGIM Custom Harvest LLC now owns 5,428 shares of the exchange traded fund’s stock valued at $1,960,000 after purchasing an additional 1,165 shares during the last quarter. Partnership Wealth Management LLC increased its position in shares of iShares Russell 1000 Growth ETF by 5.4% during the 2nd quarter. Partnership Wealth Management LLC now owns 18,058 shares of the exchange traded fund’s stock valued at $7,667,000 after purchasing an additional 922 shares during the last quarter. Obermeyer Wealth Partners increased its position in shares of iShares Russell 1000 Growth ETF by 27.0% during the 1st quarter. Obermeyer Wealth Partners now owns 3,565 shares of the exchange traded fund’s stock valued at $1,287,000 after purchasing an additional 759 shares during the last quarter. Finally, Summit Financial LLC increased its position in shares of iShares Russell 1000 Growth ETF by 3.3% during the 1st quarter. Summit Financial LLC now owns 38,912 shares of the exchange traded fund’s stock valued at $14,051,000 after purchasing an additional 1,256 shares during the last quarter. Hedge funds and other institutional investors own 75.33% of the company’s stock.

iShares Russell 1000 Growth ETF Price Performance

IWF opened at $468.58 on Tuesday. The stock’s 50 day simple moving average is $456.04 and its 200 day simple moving average is $416.09. iShares Russell 1000 Growth ETF has a 1 year low of $308.67 and a 1 year high of $476.74. The firm has a market cap of $121.34 billion, a price-to-earnings ratio of 33.43 and a beta of 1.08.

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.