iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Acquired by Forthright Family Wealth Advisory LLC

Forthright Family Wealth Advisory LLC grew its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,018 shares of the exchange traded fund’s stock after purchasing an additional 142 shares during the period. iShares Russell 1000 Value ETF comprises 0.5% of Forthright Family Wealth Advisory LLC’s portfolio, making the stock its 28th largest holding. Forthright Family Wealth Advisory LLC’s holdings in iShares Russell 1000 Value ETF were worth $787,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Triad Wealth Partners LLC bought a new stake in shares of iShares Russell 1000 Value ETF during the second quarter worth $25,000. Eagle Bay Advisors LLC bought a new stake in shares of iShares Russell 1000 Value ETF in the 3rd quarter valued at about $32,000. Nemes Rush Group LLC boosted its position in shares of iShares Russell 1000 Value ETF by 382.1% during the 2nd quarter. Nemes Rush Group LLC now owns 188 shares of the exchange traded fund’s stock valued at $33,000 after purchasing an additional 149 shares in the last quarter. Family Firm Inc. bought a new stake in shares of iShares Russell 1000 Value ETF during the 2nd quarter valued at about $37,000. Finally, New England Capital Financial Advisors LLC acquired a new position in iShares Russell 1000 Value ETF during the 2nd quarter worth approximately $40,000.

iShares Russell 1000 Value ETF Trading Down 0.4 %

Shares of IWD traded down $0.77 on Friday, reaching $191.80. 236,254 shares of the company’s stock traded hands, compared to its average volume of 1,758,795. The stock’s 50 day simple moving average is $193.35 and its two-hundred day simple moving average is $184.92. iShares Russell 1000 Value ETF has a 52-week low of $160.98 and a 52-week high of $200.42. The stock has a market cap of $60.08 billion, a PE ratio of 17.81 and a beta of 0.77.

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).