Compass Planning Associates Inc Has $44,000 Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Compass Planning Associates Inc lessened its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWDFree Report) by 70.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 234 shares of the exchange traded fund’s stock after selling 566 shares during the quarter. Compass Planning Associates Inc’s holdings in iShares Russell 1000 Value ETF were worth $44,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Flagship Wealth Advisors LLC bought a new position in shares of iShares Russell 1000 Value ETF during the 4th quarter valued at $26,000. Ameriflex Group Inc. acquired a new position in iShares Russell 1000 Value ETF during the fourth quarter worth $29,000. Transce3nd LLC bought a new position in iShares Russell 1000 Value ETF during the fourth quarter valued at about $31,000. Peterson Wealth Services acquired a new stake in shares of iShares Russell 1000 Value ETF in the fourth quarter worth about $32,000. Finally, Halbert Hargrove Global Advisors LLC acquired a new stake in shares of iShares Russell 1000 Value ETF in the fourth quarter worth about $32,000.

iShares Russell 1000 Value ETF Stock Performance

Shares of NYSEARCA IWD opened at $190.76 on Friday. The business’s 50-day simple moving average is $182.68 and its 200-day simple moving average is $188.10. iShares Russell 1000 Value ETF has a 52 week low of $163.19 and a 52 week high of $200.42. The firm has a market cap of $61.25 billion, a price-to-earnings ratio of 19.08 and a beta of 0.90.

About iShares Russell 1000 Value ETF

(Free Report)

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

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

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