Summit Wealth & Retirement Planning Inc. Has $4.03 Million Stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Summit Wealth & Retirement Planning Inc. decreased its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 5.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,734 shares of the exchange traded fund’s stock after selling 660 shares during the quarter. iShares Russell 1000 Growth ETF comprises approximately 1.3% of Summit Wealth & Retirement Planning Inc.’s investment portfolio, making the stock its 17th largest position. Summit Wealth & Retirement Planning Inc.’s holdings in iShares Russell 1000 Growth ETF were worth $4,029,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Sei Investments Co. boosted its stake in iShares Russell 1000 Growth ETF by 38.4% during the first quarter. Sei Investments Co. now owns 34,105 shares of the exchange traded fund’s stock worth $11,495,000 after acquiring an additional 9,457 shares in the last quarter. Resonant Capital Advisors LLC lifted its holdings in iShares Russell 1000 Growth ETF by 5.3% during the second quarter. Resonant Capital Advisors LLC now owns 2,554 shares of the exchange traded fund’s stock worth $931,000 after acquiring an additional 128 shares during the period. Norden Group LLC purchased a new position in shares of iShares Russell 1000 Growth ETF in the 1st quarter worth about $251,000. Catalytic Wealth RIA LLC grew its position in shares of iShares Russell 1000 Growth ETF by 4.0% during the 2nd quarter. Catalytic Wealth RIA LLC now owns 6,415 shares of the exchange traded fund’s stock valued at $2,338,000 after acquiring an additional 245 shares during the period. Finally, Riverview Capital Advisers LLC grew its holdings in iShares Russell 1000 Growth ETF by 58.5% during the second quarter. Riverview Capital Advisers LLC now owns 3,102 shares of the exchange traded fund’s stock valued at $1,131,000 after purchasing an additional 1,145 shares during the period.

iShares Russell 1000 Growth ETF Stock Performance

Shares of IWF opened at $398.63 on Friday. The firm has a market cap of $105.46 billion, a P/E ratio of 35.64 and a beta of 1.20. The business has a 50-day moving average of $374.05 and a 200 day moving average of $360.70. iShares Russell 1000 Growth ETF has a fifty-two week low of $276.09 and a fifty-two week high of $399.53.

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.