iShares Russell 2000 Growth ETF (NYSEARCA:IWO) is Shepherd Financial Partners LLC’s 5th Largest Position

Shepherd Financial Partners LLC lessened its stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO) by 4.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 125,970 shares of the exchange traded fund’s stock after selling 5,252 shares during the quarter. iShares Russell 2000 Growth ETF accounts for approximately 4.3% of Shepherd Financial Partners LLC’s holdings, making the stock its 5th biggest position. Shepherd Financial Partners LLC’s holdings in iShares Russell 2000 Growth ETF were worth $35,776,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of IWO. Sanctuary Advisors LLC bought a new stake in iShares Russell 2000 Growth ETF in the 2nd quarter worth about $5,049,000. NBC Securities Inc. increased its holdings in iShares Russell 2000 Growth ETF by 8.6% in the 3rd quarter. NBC Securities Inc. now owns 3,277 shares of the exchange traded fund’s stock worth $930,000 after buying an additional 260 shares in the last quarter. Transform Wealth LLC grew its stake in shares of iShares Russell 2000 Growth ETF by 2.9% during the 3rd quarter. Transform Wealth LLC now owns 2,001 shares of the exchange traded fund’s stock valued at $568,000 after purchasing an additional 57 shares during the period. Fifth Third Securities Inc. grew its stake in shares of iShares Russell 2000 Growth ETF by 0.8% during the 2nd quarter. Fifth Third Securities Inc. now owns 9,470 shares of the exchange traded fund’s stock valued at $2,486,000 after purchasing an additional 75 shares during the period. Finally, Good Life Advisors LLC bought a new stake in shares of iShares Russell 2000 Growth ETF during the 3rd quarter valued at about $295,000.

iShares Russell 2000 Growth ETF Stock Up 1.5 %

Shares of iShares Russell 2000 Growth ETF stock traded up $4.27 during trading hours on Friday, reaching $284.71. 80,616 shares of the stock traded hands, compared to its average volume of 441,439. The company has a 50 day moving average price of $280.57 and a 200 day moving average price of $269.94. The firm has a market capitalization of $11.87 billion, a price-to-earnings ratio of 16.25 and a beta of 1.31. iShares Russell 2000 Growth ETF has a one year low of $209.26 and a one year high of $293.17.

iShares Russell 2000 Growth ETF Company 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.