Calton & Associates Inc. Acquires 12,321 Shares in iShares Russell 1000 ETF (NYSEARCA:IWB)

On October 21, 2024, it was reported that Calton & Associates Inc. has expanded its investment portfolio by acquiring a stake in the iShares Russell 1000 ETF (NYSEARCA:IWB). This acquisition took place during the third quarter and is documented in Calton & Associates' latest 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 12,321 shares, which is estimated to be worth around $3,874,000.

In addition to Calton & Associates, other institutional investors and hedge funds have also made changes to their positions in the iShares Russell 1000 ETF recently. For instance, Cypress Wealth Services LLC increased its holdings in the ETF by 0.7% in the third quarter, bringing its total ownership to 4,960 shares valued at approximately $1,559,000 after acquiring an additional 33 shares.

Similarly, WealthPLAN Partners LLC raised its stake by 2.1% during the second quarter, now holding 1,703 shares worth $507,000 following the addition of 35 shares. Evensky & Katz LLC also saw a slight increase of 0.3% in its position in the third quarter, with ownership now totaling 10,201 shares valued at about $3,207,000 after purchasing another 35 shares.

Moreover, Capital Advisors Wealth Management LLC increased its stake in the ETF by 1.8% in the first quarter, now owning 2,041 shares valued at around $588,000 after buying 36 additional shares. Allspring Global Investments Holdings LLC made a significant change, lifting its holdings by 23.3% during the third quarter, resulting in ownership of 196 shares currently valued at $62,000 after acquiring 37 shares.

Performance of iShares Russell 1000 ETF

As of Monday, the iShares Russell 1000 ETF has opened at $320.80. Over the past year, the ETF has experienced a low of $224.41 and a high of $321.24. The fund's 50-day moving average stands at $308.81, while its 200-day moving average is at $297.42. The ETF currently has a market capitalization of $39.38 billion, a price-to-earnings ratio of 24.68, and a beta of 1.01, indicating its sensitivity to market movements.

Overview of iShares Russell 1000 ETF

The iShares Russell 1000 ETF, formerly known as the iShares Russell 1000 Index Fund, is an exchange-traded fund (ETF) that aims to provide investment results that closely match the price and yield performance of the Russell 1000 Index. This index is float-adjusted and capitalization-weighted, measuring the performance of a segment of the large-cap sector of the United States equity market, including securities from approximately 1,000 of the largest companies in the Russell 3000 Index.

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For those interested in the latest holdings and changes for iShares Russell 1000 ETF, further information can be found on various financial platforms.

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iShares, Investment, ETF