Sax Wealth Advisors LLC Has $3.18 Million Stake in iShares Russell 3000 ETF $IWV

Sax Wealth Advisors LLC increased its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 4.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,011 shares of the company’s stock after buying an additional 455 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares Russell 3000 ETF were worth $3,180,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the company. Grant GrossMendelsohn LLC increased its holdings in iShares Russell 3000 ETF by 3.5% during the first quarter. Grant GrossMendelsohn LLC now owns 1,175 shares of the company’s stock worth $368,000 after buying an additional 40 shares during the last quarter. Smith Salley Wealth Management increased its holdings in shares of iShares Russell 3000 ETF by 1.3% in the first quarter. Smith Salley Wealth Management now owns 3,230 shares of the company’s stock valued at $1,026,000 after purchasing an additional 43 shares during the last quarter. Sigma Planning Corp increased its holdings in shares of iShares Russell 3000 ETF by 1.2% in the first quarter. Sigma Planning Corp now owns 4,190 shares of the company’s stock valued at $1,331,000 after purchasing an additional 51 shares during the last quarter. Kovitz Investment Group Partners LLC increased its holdings in shares of iShares Russell 3000 ETF by 4.2% in the first quarter. Kovitz Investment Group Partners LLC now owns 1,343 shares of the company’s stock valued at $427,000 after purchasing an additional 54 shares during the last quarter. Finally, 17 Capital Partners LLC increased its holdings in shares of iShares Russell 3000 ETF by 4.9% in the first quarter. 17 Capital Partners LLC now owns 1,337 shares of the company’s stock valued at $425,000 after purchasing an additional 62 shares during the last quarter.

iShares Russell 3000 ETF Price Performance

NYSEARCA:IWV opened at $367.28 on Friday. iShares Russell 3000 ETF has a one year low of $273.60 and a one year high of $368.05. The company has a market cap of $16.56 billion, a P/E ratio of 25.11 and a beta of 1.02. The firm’s fifty day moving average price is $355.52 and its two-hundred day moving average price is $335.58.

About iShares Russell 3000 ETF

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).