Advisory Resource Group lessened its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 3.7% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,298 shares of the exchange traded fund’s stock after selling 278 shares during the period. Advisory Resource Group’s holdings in iShares Russell 1000 Value ETF were worth $1,373,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of IWD. Barrett & Company Inc. increased its stake in shares of iShares Russell 1000 Value ETF by 1.1% in the first quarter. Barrett & Company Inc. now owns 8,123 shares of the exchange traded fund’s stock valued at $1,528,000 after buying an additional 91 shares during the period. PUREfi Wealth LLC grew its holdings in iShares Russell 1000 Value ETF by 46.5% during the 1st quarter. PUREfi Wealth LLC now owns 2,705 shares of the exchange traded fund’s stock worth $509,000 after acquiring an additional 859 shares during the last quarter. Kingswood Wealth Advisors LLC increased its position in iShares Russell 1000 Value ETF by 11.8% in the 1st quarter. Kingswood Wealth Advisors LLC now owns 1,757 shares of the exchange traded fund’s stock valued at $331,000 after acquiring an additional 185 shares during the period. JP Wealth Management Inc. raised its stake in shares of iShares Russell 1000 Value ETF by 18,716.0% during the first quarter. JP Wealth Management Inc. now owns 981,443 shares of the exchange traded fund’s stock valued at $184,668,000 after acquiring an additional 976,227 shares during the last quarter. Finally, Lion Street Advisors LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 11.4% during the first quarter. Lion Street Advisors LLC now owns 14,714 shares of the exchange traded fund’s stock worth $2,769,000 after purchasing an additional 1,500 shares during the period.
iShares Russell 1000 Value ETF Trading Up 0.2%
Shares of IWD opened at $189.13 on Thursday. The stock’s 50-day moving average price is $185.13 and its two-hundred day moving average price is $187.72. iShares Russell 1000 Value ETF has a 12 month low of $163.19 and a 12 month high of $200.42. The company has a market capitalization of $60.73 billion, a PE ratio of 19.08 and a beta of 0.90.
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).
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