iShares Russell 2000 Growth Index (IWO) Stake Lifted by Capital Planning Advisors LLC

Capital Planning Advisors LLC lifted its position in shares of iShares Russell 2000 Growth Index (NYSEARCA:IWO) by 50.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,270 shares of the exchange traded fund’s stock after purchasing an additional 2,453 shares during the period. Capital Planning Advisors LLC’s holdings in iShares Russell 2000 Growth Index were worth $1,301,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in IWO. Investment Partners Ltd. OH ADV increased its stake in shares of iShares Russell 2000 Growth Index by 3.3% during the 2nd quarter. Investment Partners Ltd. OH ADV now owns 9,857 shares of the exchange traded fund’s stock worth $1,664,000 after purchasing an additional 316 shares during the last quarter. Mutual of Omaha Bank Wealth Management acquired a new position in shares of iShares Russell 2000 Growth Index during the 2nd quarter worth about $321,000. Moody Lynn & Lieberson LLC increased its stake in shares of iShares Russell 2000 Growth Index by 272.3% during the 2nd quarter. Moody Lynn & Lieberson LLC now owns 13,274 shares of the exchange traded fund’s stock worth $2,240,000 after purchasing an additional 9,709 shares during the last quarter. FineMark National Bank & Trust increased its stake in shares of iShares Russell 2000 Growth Index by 0.5% during the 2nd quarter. FineMark National Bank & Trust now owns 8,994 shares of the exchange traded fund’s stock worth $1,518,000 after purchasing an additional 48 shares during the last quarter. Finally, Harbour Capital Advisors LLC increased its stake in shares of iShares Russell 2000 Growth Index by 16,777.0% during the 2nd quarter. Harbour Capital Advisors LLC now owns 208,431 shares of the exchange traded fund’s stock worth $1,235,000 after purchasing an additional 207,196 shares during the last quarter.

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iShares Russell 2000 Growth Index (NYSEARCA:IWO) traded down $0.41 during trading on Thursday, hitting $184.07. 346,200 shares of the stock traded hands, compared to its average volume of 549,899. iShares Russell 2000 Growth Index has a one year low of $149.80 and a one year high of $185.08.

About iShares Russell 2000 Growth Index

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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Institutional Ownership by Quarter for iShares Russell 2000 Growth Index (NYSEARCA:IWO)

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