Twin Peaks Wealth Advisors LLC Decreases Holdings in iShares Russell 1000 Value ETF $IWD

Twin Peaks Wealth Advisors LLC decreased its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 24.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,592 shares of the exchange traded fund’s stock after selling 2,125 shares during the quarter. Twin Peaks Wealth Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,481,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Sax Wealth Advisors LLC lifted its stake in iShares Russell 1000 Value ETF by 0.5% in the 4th quarter. Sax Wealth Advisors LLC now owns 9,571 shares of the exchange traded fund’s stock valued at $2,013,000 after buying an additional 49 shares in the last quarter. Capital Advantage Inc. lifted its stake in shares of iShares Russell 1000 Value ETF by 0.9% during the 4th quarter. Capital Advantage Inc. now owns 5,850 shares of the exchange traded fund’s stock worth $1,231,000 after purchasing an additional 51 shares during the period. Tortoise Investment Management LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 2.5% during the 3rd quarter. Tortoise Investment Management LLC now owns 2,251 shares of the exchange traded fund’s stock worth $458,000 after purchasing an additional 54 shares during the period. ESL Trust Services LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 11.9% during the 3rd quarter. ESL Trust Services LLC now owns 536 shares of the exchange traded fund’s stock worth $109,000 after purchasing an additional 57 shares during the period. Finally, Greenwood Gearhart Inc. lifted its stake in shares of iShares Russell 1000 Value ETF by 1.8% during the 3rd quarter. Greenwood Gearhart Inc. now owns 3,215 shares of the exchange traded fund’s stock worth $655,000 after purchasing an additional 57 shares during the period. Hedge funds and other institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Down 0.2%

Shares of iShares Russell 1000 Value ETF stock opened at $237.46 on Tuesday. The firm has a market cap of $76.27 billion, a PE ratio of 18.83 and a beta of 0.84. The business’s fifty day moving average is $226.32 and its two-hundred day moving average is $219.31. iShares Russell 1000 Value ETF has a fifty-two week low of $186.64 and a fifty-two week high of $239.17.

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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.