Waverly Advisors LLC Trims Stock Holdings in iShares Russell 1000 ETF $IWB

Waverly Advisors LLC reduced its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB) by 2.3% in the first quarter, according to its most recent filing with the SEC. The fund owned 319,023 shares of the company’s stock after selling 7,546 shares during the period. iShares Russell 1000 ETF comprises 0.8% of Waverly Advisors LLC’s portfolio, making the stock its 17th biggest position. Waverly Advisors LLC’s holdings in iShares Russell 1000 ETF were worth $113,751,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of IWB. Mayport LLC bought a new position in iShares Russell 1000 ETF in the fourth quarter worth approximately $878,000. Sumitomo Mitsui Trust Group Inc. increased its holdings in iShares Russell 1000 ETF by 20.2% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 13,623 shares of the company’s stock worth $5,087,000 after purchasing an additional 2,293 shares during the period. Whittier Trust Co. raised its position in iShares Russell 1000 ETF by 2.1% during the 4th quarter. Whittier Trust Co. now owns 85,261 shares of the company’s stock valued at $32,352,000 after purchasing an additional 1,746 shares in the last quarter. Vista Capital Partners Inc. raised its position in iShares Russell 1000 ETF by 149.0% during the 4th quarter. Vista Capital Partners Inc. now owns 6,026 shares of the company’s stock valued at $2,250,000 after purchasing an additional 3,606 shares in the last quarter. Finally, TD Waterhouse Canada Inc. bought a new stake in iShares Russell 1000 ETF during the 4th quarter valued at $1,344,000.

iShares Russell 1000 ETF Price Performance

NYSEARCA:IWB opened at $404.18 on Friday. iShares Russell 1000 ETF has a 1-year low of $340.11 and a 1-year high of $415.11. The company has a 50-day moving average of $407.45 and a 200 day moving average of $387.65. The firm has a market cap of $47.67 billion, a PE ratio of 24.71 and a beta of 1.00.

About iShares Russell 1000 ETF

iShares Russell 1000 ETF (the Fund), formerly iShares Russell 1000 Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 1000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the large-capitalization sector of the United States equity market and includes securities issued by the approximately 1,000 largest issuers in the Russell 3000 Index.