iShares Russell 1000 Value ETF (NYSEARCA:IWD) is Sonata Capital Group Inc.’s 4th Largest Position

Sonata Capital Group Inc. increased its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 64,084 shares of the exchange traded fund’s stock after buying an additional 323 shares during the quarter. iShares Russell 1000 Value ETF accounts for about 4.9% of Sonata Capital Group Inc.’s portfolio, making the stock its 4th largest position. Sonata Capital Group Inc.’s holdings in iShares Russell 1000 Value ETF were worth $11,864,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Ritholtz Wealth Management grew its holdings in shares of iShares Russell 1000 Value ETF by 52.7% during the third quarter. Ritholtz Wealth Management now owns 5,988 shares of the exchange traded fund’s stock valued at $1,136,000 after buying an additional 2,067 shares during the last quarter. Concourse Financial Group Securities Inc. lifted its holdings in shares of 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 worth $348,000 after purchasing an additional 53 shares during the period. Koshinski Asset Management Inc. boosted its position in iShares Russell 1000 Value ETF by 7.1% in the third quarter. Koshinski Asset Management Inc. now owns 1,464 shares of the exchange traded fund’s stock valued at $278,000 after buying an additional 97 shares during the last quarter. Oliver Luxxe Assets LLC increased its holdings in iShares Russell 1000 Value ETF by 6.2% in the 3rd quarter. Oliver Luxxe Assets LLC now owns 2,774 shares of the exchange traded fund’s stock worth $526,000 after buying an additional 162 shares during the period. Finally, Stablepoint Partners LLC purchased a new position in iShares Russell 1000 Value ETF during the 3rd quarter worth approximately $298,000.

iShares Russell 1000 Value ETF Trading Up 0.2 %

Shares of NYSEARCA IWD opened at $194.11 on Wednesday. The company has a 50 day simple moving average of $190.29 and a two-hundred day simple moving average of $188.98. The stock has a market cap of $60.80 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77. iShares Russell 1000 Value ETF has a 12 month low of $164.34 and a 12 month high of $200.42.

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).