Willis Johnson & Associates Reduces Stake in iShares Russell 1000 Growth ETF

Willis Johnson & Associates Inc. has scaled back its investment in the iShares Russell 1000 Growth ETF (NYSEARCA:IWF), as revealed in the recent Securities and Exchange Commission (SEC) filings. Operating within the volatile market, the financial firm trimmed its ETF shares by 3.0% during the fourth quarter. The move lowered the firm’s share count to 18,857, subsequently valued at approximately $5.72 million at the close of the reporting period.

Investment Shifts Among iShares Russell 1000 Growth ETF Shareholders

Regarding the broader investor landscape, a distinct shift can be observed among prominent stakeholders of the iShares Russell 1000 Growth ETF. Moneta Group Investment Advisors LLC, for instance, dramatically increased its holdings by nearly 145,778% in the same quarter. On the other hand, organizations such as Pathstone Family Office LLC and Morgan Stanley also upped their stakes in the ETF, displaying confidence in its potential growth.

Contrastingly, new entrants like TIAA Trust National Association have started positions in IWF, and incumbents like Scarborough Advisors LLC have significantly expanded their shareholdings, indicating a diverse range of investment strategies and outlooks within the market.

Performance and Market Presence of iShares Russell 1000 Growth ETF

The ETF experienced a slight uptick, opening at $339.01 on the reporting Friday. Spanning the year, iShares Russell 1000 Growth ETF has had its low and high share values marked at $233.51 and $340.83 respectively. The ETF's performance is tracked against its moving averages and additional metrics which signal the fund's market standing and investor sentiment. This specific ETF aims to mirror the performance of the Russell 1000 Growth Index, targeting companies within the Russell 1000 that exhibit higher growth characteristics.

Investment, Securities, ETF