Lpwm LLC Has $31.47 Million Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

Lpwm LLC lifted its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 1.6% during the 3rd quarter, Holdings Channel reports. The firm owned 225,308 shares of the company’s stock after acquiring an additional 3,640 shares during the period. iShares Russell Mid-Cap Value ETF comprises about 8.4% of Lpwm LLC’s holdings, making the stock its 3rd biggest holding. Lpwm LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $31,469,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Clearstead Trust LLC bought a new stake in shares of iShares Russell Mid-Cap Value ETF in the second quarter worth about $25,000. Westside Investment Management Inc. lifted its position in shares of iShares Russell Mid-Cap Value ETF by 108.3% in the 2nd quarter. Westside Investment Management Inc. now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 104 shares during the period. Trust Co. of Toledo NA OH bought a new stake in shares of iShares Russell Mid-Cap Value ETF during the 2nd quarter valued at about $33,000. Legacy Investment Solutions LLC purchased a new position in shares of iShares Russell Mid-Cap Value ETF during the second quarter valued at about $33,000. Finally, Howe & Rusling Inc. increased its position in shares of iShares Russell Mid-Cap Value ETF by 1,180.0% during the second quarter. Howe & Rusling Inc. now owns 256 shares of the company’s stock valued at $34,000 after buying an additional 236 shares during the period. 80.17% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS opened at $143.04 on Monday. The company has a 50-day simple moving average of $139.97 and a two-hundred day simple moving average of $137.43. The firm has a market capitalization of $14.26 billion, a PE ratio of 19.11 and a beta of 1.02. iShares Russell Mid-Cap Value ETF has a one year low of $108.85 and a one year high of $145.00.

iShares Russell Mid-Cap Value ETF Profile

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value 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 Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.