Occidental Asset Management LLC Has $5.85 Million Holdings in iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Occidental Asset Management LLC decreased its position in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,308 shares of the exchange traded fund’s stock after selling 568 shares during the period. iShares Russell 2000 Growth ETF accounts for 0.9% of Occidental Asset Management LLC’s investment portfolio, making the stock its 26th biggest holding. Occidental Asset Management LLC’s holdings in iShares Russell 2000 Growth ETF were worth $5,845,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Arkadios Wealth Advisors lifted its position in shares of iShares Russell 2000 Growth ETF by 1.6% in the 3rd quarter. Arkadios Wealth Advisors now owns 2,221 shares of the exchange traded fund’s stock worth $631,000 after acquiring an additional 36 shares during the period. Diversified Portfolios Inc. increased its holdings in iShares Russell 2000 Growth ETF by 2.5% in the 3rd quarter. Diversified Portfolios Inc. now owns 1,555 shares of the exchange traded fund’s stock valued at $442,000 after buying an additional 38 shares during the period. Apollon Wealth Management LLC raised its stake in shares of iShares Russell 2000 Growth ETF by 1.3% in the 3rd quarter. Apollon Wealth Management LLC now owns 2,879 shares of the exchange traded fund’s stock valued at $818,000 after buying an additional 38 shares in the last quarter. Investment Advisory Group LLC lifted its holdings in shares of iShares Russell 2000 Growth ETF by 3.3% during the 3rd quarter. Investment Advisory Group LLC now owns 1,258 shares of the exchange traded fund’s stock worth $357,000 after acquiring an additional 40 shares during the period. Finally, First Citizens Bank & Trust Co. lifted its holdings in shares of iShares Russell 2000 Growth ETF by 2.1% during the 3rd quarter. First Citizens Bank & Trust Co. now owns 2,011 shares of the exchange traded fund’s stock worth $571,000 after acquiring an additional 41 shares during the period.

iShares Russell 2000 Growth ETF Trading Up 0.3 %

IWO stock opened at $293.41 on Friday. iShares Russell 2000 Growth ETF has a 1-year low of $237.03 and a 1-year high of $317.62. The business’s 50 day moving average is $300.10 and its 200-day moving average is $285.38. The firm has a market cap of $12.24 billion, a P/E ratio of 16.25 and a beta of 1.31.

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.