Navigation Wealth Management Inc. bought a new position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund bought 1,845 shares of the company’s stock, valued at approximately $244,000. iShares Russell Mid-Cap Value ETF accounts for about 0.4% of Navigation Wealth Management Inc.’s investment portfolio, making the stock its 19th largest position.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in IWS. Olde Wealth Management LLC acquired a new position in iShares Russell Mid-Cap Value ETF during the 1st quarter worth approximately $26,000. Trifecta Capital Advisors LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth approximately $28,000. Hughes Financial Services LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth approximately $31,000. AlphaCore Capital LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth approximately $31,000. Finally, Capital A Wealth Management LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF during the 4th quarter worth approximately $32,000. Institutional investors and hedge funds own 80.17% of the company’s stock.
iShares Russell Mid-Cap Value ETF Price Performance
Shares of NYSEARCA:IWS opened at $138.32 on Wednesday. The business’s 50 day simple moving average is $136.55 and its 200-day simple moving average is $129.65. The firm has a market capitalization of $13.80 billion, a price-to-earnings ratio of 19.11 and a beta of 1.08. iShares Russell Mid-Cap Value ETF has a 12 month low of $108.85 and a 12 month high of $140.95.
iShares Russell Mid-Cap Value ETF Profile
iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market.
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