iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Acquired by Braun Stacey Associates Inc.

Braun Stacey Associates Inc. grew its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWDFree Report) by 7.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,653 shares of the exchange traded fund’s stock after purchasing an additional 111 shares during the quarter. Braun Stacey Associates Inc.’s holdings in iShares Russell 1000 Value ETF were worth $273,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of IWD. Benchmark Financial Wealth Advisors LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 2.0% during the fourth quarter. Benchmark Financial Wealth Advisors LLC now owns 3,653 shares of the exchange traded fund’s stock valued at $604,000 after buying an additional 71 shares during the period. Stillwater Capital Advisors LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 16.5% during the fourth quarter. Stillwater Capital Advisors LLC now owns 17,946 shares of the exchange traded fund’s stock valued at $2,966,000 after buying an additional 2,542 shares during the period. Dixon Fnancial Services Inc. lifted its stake in shares of iShares Russell 1000 Value ETF by 27.4% during the fourth quarter. Dixon Fnancial Services Inc. now owns 13,010 shares of the exchange traded fund’s stock valued at $2,150,000 after buying an additional 2,800 shares during the period. Evergreen Advisors LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 2.4% during the third quarter. Evergreen Advisors LLC now owns 4,818 shares of the exchange traded fund’s stock valued at $731,000 after buying an additional 113 shares during the period. Finally, Orion Portfolio Solutions LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 437.0% during the second quarter. Orion Portfolio Solutions LLC now owns 43,144 shares of the exchange traded fund’s stock valued at $13,260,000 after buying an additional 35,110 shares during the period.

iShares Russell 1000 Value ETF Stock Performance

Shares of IWD opened at $177.20 on Wednesday. The company has a market capitalization of $56.60 billion, a price-to-earnings ratio of 13.53 and a beta of 0.95. The company’s 50 day simple moving average is $170.99 and its 200 day simple moving average is $161.47. iShares Russell 1000 Value ETF has a 1 year low of $143.34 and a 1 year high of $179.56.

iShares Russell 1000 Value ETF Profile

(Free Report)

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index 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 large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index).

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Institutional Ownership by Quarter for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

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