JOYN Advisors Inc. Has $35.63 Million Stake in iShares Russell 1000 Growth Index (IWF)

JOYN Advisors Inc. decreased its position in iShares Russell 1000 Growth Index (NYSE:IWF) by 8.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 299,326 shares of the exchange traded fund’s stock after selling 27,237 shares during the quarter. iShares Russell 1000 Growth Index makes up approximately 10.5% of JOYN Advisors Inc.’s portfolio, making the stock its 4th largest holding. JOYN Advisors Inc.’s holdings in iShares Russell 1000 Growth Index were worth $35,626,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Country Trust Bank bought a new position in shares of iShares Russell 1000 Growth Index in the second quarter valued at approximately $128,000. TCI Wealth Advisors Inc. raised its position in shares of iShares Russell 1000 Growth Index by 16.7% in the second quarter. TCI Wealth Advisors Inc. now owns 1,661 shares of the exchange traded fund’s stock valued at $198,000 after purchasing an additional 238 shares during the period. Fiduciary Trust Co. bought a new position in shares of iShares Russell 1000 Growth Index in the second quarter valued at approximately $201,000. Wellington Shields Capital Management LLC bought a new position in shares of iShares Russell 1000 Growth Index in the second quarter valued at approximately $204,000. Finally, Weatherly Asset Management L. P. bought a new position in shares of iShares Russell 1000 Growth Index in the second quarter valued at approximately $206,000.

iShares Russell 1000 Growth Index (IWF) traded down 0.17% during trading on Tuesday, hitting $126.61. 307,555 shares of the stock were exchanged. iShares Russell 1000 Growth Index has a 1-year low of $99.57 and a 1-year high of $127.27. The firm’s 50 day moving average price is $124.11 and its 200-day moving average price is $119.90.

The firm also recently declared a quarterly dividend, which was paid on Friday, September 29th. Investors of record on Wednesday, September 27th were paid a $0.3646 dividend. This represents a $1.46 dividend on an annualized basis and a yield of 1.15%. The ex-dividend date was Tuesday, September 26th.

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iShares Russell 1000 Growth Index Company Profile

iShares Russell 1000 Growth ETF (the Fund), formerly iShares Russell 1000 Growth Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment returns that correspond generally to the price and yield performance of the Russell 1000 Growth Index (the Index). The Index measures the performance of equity securities of Russell 1000 index issuers with relatively higher price-to-book ratios and higher forecasted growth.

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Institutional Ownership by Quarter for iShares Russell 1000 Growth Index (NYSE:IWF)

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