RFG Advisory LLC Boosts Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

RFG Advisory LLC raised its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 13.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,581 shares of the exchange traded fund’s stock after acquiring an additional 1,731 shares during the period. RFG Advisory LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,699,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Concourse Financial Group Securities Inc. grew its position in iShares Russell 1000 Value ETF by 3.0% during the third quarter. Concourse Financial Group Securities Inc. now owns 1,834 shares of the exchange traded fund’s stock valued at $348,000 after acquiring an additional 53 shares during the period. Greenwood Gearhart Inc. grew its position in iShares Russell 1000 Value ETF by 1.7% during the third quarter. Greenwood Gearhart Inc. now owns 3,212 shares of the exchange traded fund’s stock valued at $610,000 after acquiring an additional 54 shares during the period. Sigma Investment Counselors Inc. grew its position in iShares Russell 1000 Value ETF by 0.9% during the third quarter. Sigma Investment Counselors Inc. now owns 6,005 shares of the exchange traded fund’s stock valued at $1,140,000 after acquiring an additional 55 shares during the period. Farmers & Merchants Investments Inc. grew its position in iShares Russell 1000 Value ETF by 0.8% during the third quarter. Farmers & Merchants Investments Inc. now owns 7,046 shares of the exchange traded fund’s stock valued at $1,337,000 after acquiring an additional 57 shares during the period. Finally, SteelPeak Wealth LLC grew its position in iShares Russell 1000 Value ETF by 4.2% during the third quarter. SteelPeak Wealth LLC now owns 1,430 shares of the exchange traded fund’s stock valued at $271,000 after acquiring an additional 57 shares during the period.

iShares Russell 1000 Value ETF Trading Down 0.1 %

IWD stock opened at $193.79 on Friday. The stock has a 50-day moving average price of $191.07 and a two-hundred day moving average price of $187.60. iShares Russell 1000 Value ETF has a 12-month low of $164.34 and a 12-month high of $200.42. The company has a market cap of $60.70 billion, a PE ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF Company 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).