Holistic Planning LLC Has $445,000 Stock Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Holistic Planning LLC lifted its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWFFree Report) by 6.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,107 shares of the exchange traded fund’s stock after purchasing an additional 70 shares during the quarter. Holistic Planning LLC’s holdings in iShares Russell 1000 Growth ETF were worth $445,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Smith Salley Wealth Management grew its stake in iShares Russell 1000 Growth ETF by 14.3% during the fourth quarter. Smith Salley Wealth Management now owns 3,256 shares of the exchange traded fund’s stock worth $1,307,000 after buying an additional 407 shares in the last quarter. Affiance Financial LLC boosted its holdings in shares of iShares Russell 1000 Growth ETF by 4.6% in the 4th quarter. Affiance Financial LLC now owns 30,035 shares of the exchange traded fund’s stock valued at $12,061,000 after purchasing an additional 1,322 shares in the last quarter. Independent Advisor Alliance increased its stake in shares of iShares Russell 1000 Growth ETF by 8.4% in the 3rd quarter. Independent Advisor Alliance now owns 1,125 shares of the exchange traded fund’s stock valued at $422,000 after purchasing an additional 87 shares during the last quarter. AA Financial Advisors LLC acquired a new position in shares of iShares Russell 1000 Growth ETF during the 3rd quarter worth $278,000. Finally, Barnett & Company Inc. lifted its position in shares of iShares Russell 1000 Growth ETF by 1.6% during the 3rd quarter. Barnett & Company Inc. now owns 1,822 shares of the exchange traded fund’s stock worth $684,000 after buying an additional 29 shares during the last quarter.

iShares Russell 1000 Growth ETF Stock Down 0.3 %

NYSEARCA:IWF opened at $409.31 on Monday. iShares Russell 1000 Growth ETF has a twelve month low of $310.51 and a twelve month high of $419.53. The stock’s 50-day simple moving average is $407.16 and its 200 day simple moving average is $383.17. The firm has a market capitalization of $108.28 billion, a PE ratio of 35.64 and a beta of 1.20.

About iShares Russell 1000 Growth ETF

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

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