Summit Wealth & Retirement Planning Inc. Trims Stock Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Summit Wealth & Retirement Planning Inc. reduced its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 5.8% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. 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 accounts for about 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 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. JPMorgan Chase & Co. raised its holdings in shares of iShares Russell 1000 Growth ETF by 0.9% during the 1st quarter. JPMorgan Chase & Co. now owns 7,847,670 shares of the exchange traded fund’s stock valued at $2,645,057,000 after buying an additional 66,923 shares in the last quarter. International Assets Investment Management LLC increased its holdings in iShares Russell 1000 Growth ETF by 39,461.1% during the 3rd quarter. International Assets Investment Management LLC now owns 3,605,203 shares of the exchange traded fund’s stock valued at $1,353,321,000 after purchasing an additional 3,596,090 shares during the period. LPL Financial LLC increased its stake in shares of iShares Russell 1000 Growth ETF by 2.1% during the second quarter. LPL Financial LLC now owns 2,924,993 shares of the exchange traded fund’s stock valued at $1,066,189,000 after buying an additional 60,668 shares during the period. Raymond James & Associates increased its position in iShares Russell 1000 Growth ETF by 0.5% during the 3rd quarter. Raymond James & Associates now owns 2,625,912 shares of the exchange traded fund’s stock valued at $985,715,000 after purchasing an additional 12,388 shares during the period. Finally, Commonwealth Equity Services LLC raised its stake in iShares Russell 1000 Growth ETF by 4.0% in the second quarter. Commonwealth Equity Services LLC now owns 2,216,427 shares of the exchange traded fund’s stock worth $807,910,000 after buying an additional 84,663 shares in the last quarter.

iShares Russell 1000 Growth ETF Stock Up 0.3 %

IWF opened at $398.63 on Friday. The stock has a market cap of $105.46 billion, a PE 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 52 week low of $276.09 and a 52 week high of $399.53.

About iShares Russell 1000 Growth ETF

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.