Capital Planning Advisors LLC Increases Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Capital Planning Advisors LLC lifted its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 4.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 70,295 shares of the exchange traded fund’s stock after buying an additional 3,137 shares during the period. iShares Russell 1000 Growth ETF comprises 4.4% of Capital Planning Advisors LLC’s holdings, making the stock its 5th largest position. Capital Planning Advisors LLC’s holdings in iShares Russell 1000 Growth ETF were worth $28,229,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Truvestments Capital LLC bought a new position in iShares Russell 1000 Growth ETF during the 3rd quarter worth about $27,000. Signature Resources Capital Management LLC acquired a new position in iShares Russell 1000 Growth ETF during the fourth quarter worth $28,000. ORG Wealth Partners LLC bought a new position in iShares Russell 1000 Growth ETF in the third quarter valued at $31,000. Nemes Rush Group LLC increased its stake in iShares Russell 1000 Growth ETF by 188.2% in the 2nd quarter. Nemes Rush Group LLC now owns 98 shares of the exchange traded fund’s stock valued at $36,000 after buying an additional 64 shares during the last quarter. Finally, Kimelman & Baird LLC acquired a new position in shares of iShares Russell 1000 Growth ETF during the 2nd quarter worth about $47,000.

iShares Russell 1000 Growth ETF Stock Performance

NYSEARCA:IWF opened at $415.61 on Thursday. The stock’s 50-day simple moving average is $404.52 and its 200 day simple moving average is $381.44. iShares Russell 1000 Growth ETF has a 52-week low of $310.51 and a 52-week high of $419.53. The company has a market cap of $109.95 billion, a P/E ratio of 35.64 and a beta of 1.20.

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.