iShares Russell 3000 ETF $IWV is Compass Financial Group Inc.’s 2nd Largest Position

Compass Financial Group Inc. reduced its position in iShares Russell 3000 ETF (NYSEARCA:IWV) by 8.6% in the 3rd quarter, Holdings Channel reports. The firm owned 52,138 shares of the company’s stock after selling 4,906 shares during the quarter. iShares Russell 3000 ETF accounts for about 8.9% of Compass Financial Group Inc.’s portfolio, making the stock its 2nd largest position. Compass Financial Group Inc.’s holdings in iShares Russell 3000 ETF were worth $19,757,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. International Assets Investment Management LLC raised its holdings in iShares Russell 3000 ETF by 1.1% in the 2nd quarter. International Assets Investment Management LLC now owns 2,692 shares of the company’s stock valued at $945,000 after acquiring an additional 28 shares during the last quarter. Ashton Thomas Private Wealth LLC boosted its holdings in shares of iShares Russell 3000 ETF by 1.9% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 1,715 shares of the company’s stock worth $650,000 after purchasing an additional 32 shares during the last quarter. Fort Washington Investment Advisors Inc. OH grew its position in shares of iShares Russell 3000 ETF by 0.4% in the third quarter. Fort Washington Investment Advisors Inc. OH now owns 9,403 shares of the company’s stock valued at $3,563,000 after purchasing an additional 37 shares in the last quarter. StoneX Group Inc. increased its holdings in shares of iShares Russell 3000 ETF by 5.8% in the second quarter. StoneX Group Inc. now owns 839 shares of the company’s stock valued at $295,000 after purchasing an additional 46 shares during the last quarter. Finally, JNBA Financial Advisors increased its holdings in shares of iShares Russell 3000 ETF by 24.4% in the second quarter. JNBA Financial Advisors now owns 240 shares of the company’s stock valued at $84,000 after purchasing an additional 47 shares during the last quarter.

iShares Russell 3000 ETF Stock Down 1.3%

Shares of IWV opened at $385.07 on Friday. iShares Russell 3000 ETF has a 52-week low of $273.60 and a 52-week high of $397.05. The company has a market capitalization of $18.12 billion, a PE ratio of 25.11 and a beta of 1.02. The stock has a fifty day simple moving average of $390.43 and a two-hundred day simple moving average of $379.40.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.