Occidental Asset Management LLC Acquires 1,464 Shares of iShares Russell 2000 Growth ETF $IWO

Occidental Asset Management LLC boosted its holdings in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO) by 7.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 21,465 shares of the exchange traded fund’s stock after buying an additional 1,464 shares during the quarter. iShares Russell 2000 Growth ETF comprises 0.9% of Occidental Asset Management LLC’s portfolio, making the stock its 26th biggest holding. Occidental Asset Management LLC owned 0.05% of iShares Russell 2000 Growth ETF worth $6,870,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in IWO. First Command Advisory Services Inc. bought a new position in shares of iShares Russell 2000 Growth ETF in the 2nd quarter valued at approximately $27,000. Ashton Thomas Securities LLC bought a new position in shares of iShares Russell 2000 Growth ETF in the third quarter valued at approximately $36,000. Harbor Asset Planning Inc. bought a new position in shares of iShares Russell 2000 Growth ETF in the second quarter valued at approximately $32,000. Retirement Wealth Solutions LLC acquired a new stake in shares of iShares Russell 2000 Growth ETF in the third quarter worth $37,000. Finally, CoreCap Advisors LLC boosted its holdings in shares of iShares Russell 2000 Growth ETF by 594.1% during the 3rd quarter. CoreCap Advisors LLC now owns 118 shares of the exchange traded fund’s stock worth $38,000 after buying an additional 101 shares during the period. Institutional investors and hedge funds own 74.88% of the company’s stock.

iShares Russell 2000 Growth ETF Price Performance

Shares of IWO opened at $349.46 on Friday. The company has a market capitalization of $14.22 billion, a PE ratio of 21.86 and a beta of 1.17. iShares Russell 2000 Growth ETF has a one year low of $219.19 and a one year high of $351.77. The company’s fifty day moving average price is $327.90 and its 200 day moving average price is $315.86.

iShares Russell 2000 Growth ETF 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.