iShares Russell Mid-Cap Value ETF $IWS Stake Lowered by GLOBALT Investments LLC GA

GLOBALT Investments LLC GA cut its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 1.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 235,182 shares of the company’s stock after selling 3,303 shares during the quarter. iShares Russell Mid-Cap Value ETF makes up 1.2% of GLOBALT Investments LLC GA’s portfolio, making the stock its 18th largest holding. GLOBALT Investments LLC GA’s holdings in iShares Russell Mid-Cap Value ETF were worth $33,172,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently made changes to their positions in the stock. Sequoia Financial Advisors LLC grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.0% during the fourth quarter. Sequoia Financial Advisors LLC now owns 7,758 shares of the company’s stock valued at $1,094,000 after purchasing an additional 76 shares during the last quarter. Magnus Financial Group LLC grew its holdings in iShares Russell Mid-Cap Value ETF by 3.1% in the 4th quarter. Magnus Financial Group LLC now owns 2,589 shares of the company’s stock worth $365,000 after buying an additional 77 shares in the last quarter. Sonata Capital Group Inc. grew its holdings in iShares Russell Mid-Cap Value ETF by 0.8% in the 4th quarter. Sonata Capital Group Inc. now owns 9,276 shares of the company’s stock worth $1,308,000 after buying an additional 77 shares in the last quarter. Heck Capital Advisors LLC grew its holdings in iShares Russell Mid-Cap Value ETF by 0.8% in the 4th quarter. Heck Capital Advisors LLC now owns 10,774 shares of the company’s stock worth $1,520,000 after buying an additional 81 shares in the last quarter. Finally, Pineridge Advisors LLC grew its holdings in iShares Russell Mid-Cap Value ETF by 6.7% in the 3rd quarter. Pineridge Advisors LLC now owns 1,314 shares of the company’s stock worth $184,000 after buying an additional 82 shares in the last quarter. 80.17% of the stock is owned by institutional investors.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS stock opened at $155.43 on Monday. iShares Russell Mid-Cap Value ETF has a 12-month low of $125.56 and a 12-month high of $159.71. The firm has a market capitalization of $14.81 billion, a price-to-earnings ratio of 19.11 and a beta of 0.96. The business has a 50 day simple moving average of $151.06 and a 200 day simple moving average of $146.93.

About iShares Russell Mid-Cap Value ETF

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.