Occidental Asset Management LLC Decreases Stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Occidental Asset Management LLC cut its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 0.5% during the first quarter, Holdings Channel.com reports. The fund owned 54,512 shares of the exchange traded fund’s stock after selling 282 shares during the period. iShares Russell 1000 Growth ETF accounts for approximately 3.4% of Occidental Asset Management LLC’s portfolio, making the stock its 4th largest position. Occidental Asset Management LLC’s holdings in iShares Russell 1000 Growth ETF were worth $18,373,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of IWF. Sendero Wealth Management LLC increased its holdings in shares of iShares Russell 1000 Growth ETF by 0.3% in the fourth quarter. Sendero Wealth Management LLC now owns 9,837 shares of the exchange traded fund’s stock worth $2,982,000 after purchasing an additional 33 shares during the last quarter. Morton Capital Management LLC CA increased its holdings in shares of iShares Russell 1000 Growth ETF by 1.1% in the third quarter. Morton Capital Management LLC CA now owns 3,126 shares of the exchange traded fund’s stock worth $831,000 after purchasing an additional 34 shares during the last quarter. Beacon Capital Management LLC increased its holdings in shares of iShares Russell 1000 Growth ETF by 1.8% in the fourth quarter. Beacon Capital Management LLC now owns 1,974 shares of the exchange traded fund’s stock worth $598,000 after purchasing an additional 34 shares during the last quarter. Morton Brown Family Wealth LLC increased its holdings in shares of iShares Russell 1000 Growth ETF by 5.0% in the fourth quarter. Morton Brown Family Wealth LLC now owns 709 shares of the exchange traded fund’s stock worth $215,000 after purchasing an additional 34 shares during the last quarter. Finally, Stonehearth Capital Management LLC increased its holdings in shares of iShares Russell 1000 Growth ETF by 2.0% in the fourth quarter. Stonehearth Capital Management LLC now owns 1,787 shares of the exchange traded fund’s stock worth $542,000 after purchasing an additional 35 shares during the last quarter.

iShares Russell 1000 Growth ETF Stock Down 0.7 %

NYSEARCA IWF traded down $2.72 during trading hours on Friday, hitting $364.51. 3,803,328 shares of the company were exchanged, compared to its average volume of 1,346,152. The stock has a 50-day moving average price of $345.40 and a 200 day moving average price of $329.08. iShares Russell 1000 Growth ETF has a 52 week low of $256.01 and a 52 week high of $370.46. The stock has a market cap of $96.43 billion, a PE ratio of 35.64 and a beta of 1.20.

iShares Russell 1000 Growth ETF 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.