Wealthspan Partners LLC trimmed its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 3.8% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 19,744 shares of the exchange traded fund’s stock after selling 774 shares during the quarter. iShares Russell 1000 Value ETF makes up approximately 1.6% of Wealthspan Partners LLC’s investment portfolio, making the stock its 18th largest position. Wealthspan Partners LLC’s holdings in iShares Russell 1000 Value ETF were worth $3,835,000 at the end of the most recent quarter.
Several other large investors have also recently made changes to their positions in IWD. Brighton Jones LLC increased its position in shares of iShares Russell 1000 Value ETF by 8.9% during the fourth quarter. Brighton Jones LLC now owns 36,663 shares of the exchange traded fund’s stock worth $6,787,000 after purchasing an additional 2,981 shares in the last quarter. Bison Wealth LLC grew its holdings in iShares Russell 1000 Value ETF by 13.9% in the 4th quarter. Bison Wealth LLC now owns 4,121 shares of the exchange traded fund’s stock valued at $763,000 after buying an additional 502 shares in the last quarter. GAMMA Investing LLC grew its holdings in iShares Russell 1000 Value ETF by 3.1% in the 1st quarter. GAMMA Investing LLC now owns 13,744 shares of the exchange traded fund’s stock valued at $2,586,000 after buying an additional 412 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in iShares Russell 1000 Value ETF by 3.6% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 695,968 shares of the exchange traded fund’s stock valued at $130,953,000 after buying an additional 24,294 shares in the last quarter. Finally, Grimes & Company Inc. grew its holdings in iShares Russell 1000 Value ETF by 13.4% in the 1st quarter. Grimes & Company Inc. now owns 11,225 shares of the exchange traded fund’s stock valued at $2,112,000 after buying an additional 1,330 shares in the last quarter. 84.93% of the stock is currently owned by hedge funds and other institutional investors.
iShares Russell 1000 Value ETF Stock Up 0.4%
Shares of NYSEARCA:IWD opened at $203.87 on Thursday. The business has a fifty day moving average of $201.37 and a two-hundred day moving average of $192.67. The stock has a market cap of $64.41 billion, a P/E ratio of 18.83 and a beta of 0.95. iShares Russell 1000 Value ETF has a 52-week low of $163.19 and a 52-week high of $206.01.
About iShares Russell 1000 Value ETF
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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