iShares Russell Mid-Cap Value ETF $IWS Shares Sold by RTD Financial Advisors Inc.

RTD Financial Advisors Inc. trimmed its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 17.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 140,569 shares of the company’s stock after selling 28,768 shares during the quarter. iShares Russell Mid-Cap Value ETF comprises 2.4% of RTD Financial Advisors Inc.’s portfolio, making the stock its 11th largest position. RTD Financial Advisors Inc. owned approximately 0.14% of iShares Russell Mid-Cap Value ETF worth $18,575,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Olde Wealth Management LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth approximately $26,000. Trifecta Capital Advisors LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth approximately $28,000. Hughes Financial Services LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth approximately $31,000. Capital A Wealth Management LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 4th quarter worth approximately $32,000. Finally, AlphaCore Capital LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth approximately $31,000. 80.17% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Price Performance

IWS opened at $138.64 on Tuesday. iShares Russell Mid-Cap Value ETF has a 12 month low of $108.85 and a 12 month high of $140.95. The stock has a market cap of $13.84 billion, a P/E ratio of 19.11 and a beta of 1.08. The stock’s 50 day moving average price is $136.84 and its 200 day moving average price is $129.96.

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.