Tobias Financial Advisors Inc. Grows Stock Holdings in iShares Russell 2000 Growth ETF $IWO
by Doug Wharley · The Cerbat GemTobias Financial Advisors Inc. grew its holdings in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 3.1% during the second quarter, HoldingsChannel.com reports. The fund owned 38,853 shares of the exchange traded fund’s stock after purchasing an additional 1,169 shares during the quarter. iShares Russell 2000 Growth ETF makes up about 1.9% of Tobias Financial Advisors Inc.’s portfolio, making the stock its 14th biggest holding. Tobias Financial Advisors Inc.’s holdings in iShares Russell 2000 Growth ETF were worth $11,107,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Atlantic Union Bankshares Corp bought a new stake in shares of iShares Russell 2000 Growth ETF in the 2nd quarter worth $432,000. Lodestar Private Asset Management LLC bought a new position in iShares Russell 2000 Growth ETF during the second quarter valued at about $214,000. Wealth Architects LLC acquired a new position in iShares Russell 2000 Growth ETF during the second quarter worth about $208,000. Sax Wealth Advisors LLC raised its position in iShares Russell 2000 Growth ETF by 3.7% in the second quarter. Sax Wealth Advisors LLC now owns 1,326 shares of the exchange traded fund’s stock worth $379,000 after acquiring an additional 47 shares in the last quarter. Finally, Advisors Capital Management LLC bought a new stake in iShares Russell 2000 Growth ETF in the second quarter worth about $232,000. Institutional investors and hedge funds own 74.88% of the company’s stock.
iShares Russell 2000 Growth ETF Trading Up 0.7%
NYSEARCA:IWO opened at $328.12 on Friday. iShares Russell 2000 Growth ETF has a twelve month low of $219.19 and a twelve month high of $337.26. The company has a 50-day moving average of $322.75 and a 200-day moving average of $301.99. The firm has a market cap of $13.17 billion, a price-to-earnings ratio of 21.86 and a beta of 1.17.
iShares Russell 2000 Growth ETF 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.
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Want to see what other hedge funds are holding IWO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report).