Beaumont Financial Advisors LLC Has $819,000 Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Beaumont Financial Advisors LLC raised its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 4.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,953 shares of the exchange traded fund’s stock after purchasing an additional 207 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $819,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of IWD. Moneta Group Investment Advisors LLC boosted its stake in iShares Russell 1000 Value ETF by 120,617.6% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 222,740,910 shares of the exchange traded fund’s stock valued at $33,778,659,000 after buying an additional 222,556,396 shares during the period. Morgan Stanley grew its stake in shares of iShares Russell 1000 Value ETF by 0.9% in the fourth quarter. Morgan Stanley now owns 30,707,516 shares of the exchange traded fund’s stock worth $4,656,795,000 after purchasing an additional 276,413 shares during the last quarter. Jones Financial Companies Lllp grew its stake in shares of iShares Russell 1000 Value ETF by 0.9% in the third quarter. Jones Financial Companies Lllp now owns 8,735,247 shares of the exchange traded fund’s stock worth $1,326,185,000 after purchasing an additional 77,652 shares during the last quarter. Pathstone Family Office LLC grew its stake in shares of iShares Russell 1000 Value ETF by 2,323.4% in the third quarter. Pathstone Family Office LLC now owns 5,038,517 shares of the exchange traded fund’s stock worth $764,948,000 after purchasing an additional 4,830,607 shares during the last quarter. Finally, Synovus Financial Corp grew its stake in shares of iShares Russell 1000 Value ETF by 2.5% in the third quarter. Synovus Financial Corp now owns 4,824,149 shares of the exchange traded fund’s stock worth $732,408,000 after purchasing an additional 117,900 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Performance

iShares Russell 1000 Value ETF stock opened at $170.63 on Friday. iShares Russell 1000 Value ETF has a fifty-two week low of $143.34 and a fifty-two week high of $179.56. The stock has a market cap of $53.47 billion, a price-to-earnings ratio of 17.74 and a beta of 0.80. The stock’s 50 day simple moving average is $173.14 and its two-hundred day simple moving average is $163.25.

iShares Russell 1000 Value ETF Company Profile

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).