iShares Russell 3000 ETF $IWV Stake Reduced by BigSur Wealth Management LLC

BigSur Wealth Management LLC decreased its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 9.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,700 shares of the company’s stock after selling 3,300 shares during the quarter. iShares Russell 3000 ETF makes up 2.8% of BigSur Wealth Management LLC’s holdings, making the stock its 6th largest holding. BigSur Wealth Management LLC owned about 0.07% of iShares Russell 3000 ETF worth $11,127,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IWV. Veracity Capital LLC lifted its position in shares of iShares Russell 3000 ETF by 2.5% in the 2nd quarter. Veracity Capital LLC now owns 1,401 shares of the company’s stock worth $492,000 after purchasing an additional 34 shares during the period. Grant GrossMendelsohn LLC boosted its position in iShares Russell 3000 ETF by 3.5% during the 1st quarter. Grant GrossMendelsohn LLC now owns 1,175 shares of the company’s stock valued at $368,000 after acquiring an additional 40 shares in the last quarter. Smith Salley Wealth Management boosted its position in iShares Russell 3000 ETF by 1.3% during the 1st quarter. Smith Salley Wealth Management now owns 3,230 shares of the company’s stock valued at $1,026,000 after acquiring an additional 43 shares in the last quarter. Truvestments Capital LLC increased its holdings in shares of iShares Russell 3000 ETF by 50.5% in the 1st quarter. Truvestments Capital LLC now owns 149 shares of the company’s stock valued at $47,000 after acquiring an additional 50 shares during the period. Finally, Sigma Planning Corp raised its position in shares of iShares Russell 3000 ETF by 1.2% in the 1st quarter. Sigma Planning Corp now owns 4,190 shares of the company’s stock worth $1,331,000 after acquiring an additional 51 shares in the last quarter.

iShares Russell 3000 ETF Price Performance

Shares of NYSEARCA IWV opened at $376.25 on Thursday. The business has a fifty day moving average price of $365.99 and a 200 day moving average price of $340.47. iShares Russell 3000 ETF has a 1-year low of $273.60 and a 1-year high of $380.18. The stock has a market capitalization of $16.97 billion, a P/E ratio of 25.11 and a beta of 1.02.

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).