CM Wealth Advisors LLC Has $9.25 Million Stock Holdings in iShares Russell 1000 ETF $IWB

CM Wealth Advisors LLC decreased its stake in iShares Russell 1000 ETF (NYSEARCA:IWB) by 3.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,252 shares of the company’s stock after selling 950 shares during the period. iShares Russell 1000 ETF comprises about 2.7% of CM Wealth Advisors LLC’s holdings, making the stock its 11th largest holding. CM Wealth Advisors LLC’s holdings in iShares Russell 1000 ETF were worth $9,254,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Woodside Wealth Management LLC bought a new position in shares of iShares Russell 1000 ETF in the 1st quarter valued at $30,000. Brooklyn Investment Group bought a new stake in iShares Russell 1000 ETF during the 1st quarter worth $33,000. eCIO Inc. acquired a new position in iShares Russell 1000 ETF in the 1st quarter worth about $36,000. Fiduciary Wealth Partners LLC bought a new position in iShares Russell 1000 ETF in the first quarter valued at about $45,000. Finally, RMG Wealth Management LLC bought a new position in iShares Russell 1000 ETF in the second quarter valued at about $45,000.

iShares Russell 1000 ETF Trading Up 0.2%

NYSEARCA:IWB opened at $367.60 on Friday. The stock has a market cap of $44.26 billion, a P/E ratio of 24.71 and a beta of 1.01. The stock’s 50-day moving average is $365.12 and its 200-day moving average is $344.46. iShares Russell 1000 ETF has a 1-year low of $264.17 and a 1-year high of $377.77.

iShares Russell 1000 ETF Company Profile

iShares Russell 1000 ETF (the Fund), formerly iShares Russell 1000 Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 1000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the large-capitalization sector of the United States equity market and includes securities issued by the approximately 1,000 largest issuers in the Russell 3000 Index.