Personal CFO Solutions LLC Takes $8.68 Million Position in iShares Russell 1000 Growth ETF $IWF

Personal CFO Solutions LLC acquired a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 18,329 shares of the exchange traded fund’s stock, valued at approximately $8,675,000. iShares Russell 1000 Growth ETF accounts for about 1.4% of Personal CFO Solutions LLC’s investment portfolio, making the stock its 12th biggest position.

Other large investors also recently modified their holdings of the company. Holos Integrated Wealth LLC bought a new position in shares of iShares Russell 1000 Growth ETF in the fourth quarter valued at about $35,000. Manning & Napier Advisors LLC bought a new position in shares of iShares Russell 1000 Growth ETF in the third quarter valued at about $47,000. Flagship Wealth Advisors LLC raised its position in shares of iShares Russell 1000 Growth ETF by 131.9% in the third quarter. Flagship Wealth Advisors LLC now owns 109 shares of the exchange traded fund’s stock valued at $51,000 after purchasing an additional 62 shares during the period. Steigerwald Gordon & Koch Inc. bought a new position in shares of iShares Russell 1000 Growth ETF in the third quarter valued at about $53,000. Finally, Dorato Capital Management bought a new position in shares of iShares Russell 1000 Growth ETF in the fourth quarter valued at about $70,000. 75.33% of the stock is owned by institutional investors.

iShares Russell 1000 Growth ETF Price Performance

Shares of IWF opened at $443.15 on Thursday. The firm has a market capitalization of $116.28 billion, a PE ratio of 33.43 and a beta of 1.15. The company’s 50-day moving average is $445.05 and its 200-day moving average is $463.14. iShares Russell 1000 Growth ETF has a fifty-two week low of $319.28 and a fifty-two week high of $493.00.

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. The index represents approximately 50% of the total market capitalization of the Russell 1000 Index.