Congress Wealth Management LLC DE Raises Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Congress Wealth Management LLC DE grew its position in iShares Russell 1000 Value ETF (NYSEARCA:IWDGet Rating) by 1.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,240 shares of the exchange traded fund’s stock after buying an additional 72 shares during the quarter. Congress Wealth Management LLC DE’s holdings in iShares Russell 1000 Value ETF were worth $1,049,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in IWD. Oppenheimer & Co. Inc. lifted its stake in shares of iShares Russell 1000 Value ETF by 18.0% during the 1st quarter. Oppenheimer & Co. Inc. now owns 25,997 shares of the exchange traded fund’s stock worth $4,315,000 after purchasing an additional 3,957 shares during the last quarter. United Capital Financial Advisers LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 7.8% during the 1st quarter. United Capital Financial Advisers LLC now owns 191,364 shares of the exchange traded fund’s stock worth $31,763,000 after purchasing an additional 13,794 shares during the last quarter. BTC Capital Management Inc. lifted its stake in shares of iShares Russell 1000 Value ETF by 32.6% during the 2nd quarter. BTC Capital Management Inc. now owns 132,596 shares of the exchange traded fund’s stock worth $19,215,000 after purchasing an additional 32,591 shares during the last quarter. Bank of Montreal Can lifted its stake in shares of iShares Russell 1000 Value ETF by 37.7% during the 2nd quarter. Bank of Montreal Can now owns 203,777 shares of the exchange traded fund’s stock worth $30,316,000 after purchasing an additional 55,821 shares during the last quarter. Finally, BKD Wealth Advisors LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 18.1% during the 1st quarter. BKD Wealth Advisors LLC now owns 80,690 shares of the exchange traded fund’s stock worth $13,393,000 after purchasing an additional 12,375 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Performance

Shares of NYSEARCA IWD opened at $157.26 on Thursday. The business has a fifty day moving average price of $145.78 and a 200 day moving average price of $149.77. iShares Russell 1000 Value ETF has a 1-year low of $134.09 and a 1-year high of $171.42.

iShares Russell 1000 Value ETF Profile

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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).

See Also

Institutional Ownership by Quarter for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

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