Wealth Dimensions Group Ltd. Decreases Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Wealth Dimensions Group Ltd. lowered its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 11,376 shares of the exchange traded fund’s stock after selling 126 shares during the quarter. iShares Russell 1000 Value ETF comprises 0.5% of Wealth Dimensions Group Ltd.’s investment portfolio, making the stock its 28th biggest holding. Wealth Dimensions Group Ltd.’s holdings in iShares Russell 1000 Value ETF were worth $2,106,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in IWD. FMR LLC raised its stake in iShares Russell 1000 Value ETF by 4.0% during the 4th quarter. FMR LLC now owns 9,268,989 shares of the exchange traded fund’s stock worth $1,715,968,000 after acquiring an additional 354,694 shares in the last quarter. JPMorgan Chase & Co. boosted its position in shares of iShares Russell 1000 Value ETF by 7.8% in the 4th quarter. JPMorgan Chase & Co. now owns 9,252,043 shares of the exchange traded fund’s stock valued at $1,712,831,000 after purchasing an additional 671,710 shares during the period. Envestnet Asset Management Inc. grew its stake in iShares Russell 1000 Value ETF by 21.6% during the 4th quarter. Envestnet Asset Management Inc. now owns 7,877,198 shares of the exchange traded fund’s stock worth $1,458,306,000 after buying an additional 1,400,086 shares during the last quarter. Wells Fargo & Company MN lifted its stake in iShares Russell 1000 Value ETF by 36.6% in the fourth quarter. Wells Fargo & Company MN now owns 6,284,015 shares of the exchange traded fund’s stock valued at $1,163,360,000 after buying an additional 1,683,297 shares during the last quarter. Finally, Raymond James Financial Inc. acquired a new stake in shares of iShares Russell 1000 Value ETF in the fourth quarter valued at approximately $972,637,000.

iShares Russell 1000 Value ETF Price Performance

Shares of iShares Russell 1000 Value ETF stock opened at $176.32 on Monday. The stock has a market capitalization of $57.98 billion, a price-to-earnings ratio of 19.48 and a beta of 0.90. The firm’s fifty day simple moving average is $185.79 and its 200-day simple moving average is $189.54. iShares Russell 1000 Value ETF has a 12 month low of $163.19 and a 12 month high of $200.42.

iShares Russell 1000 Value ETF 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).