Bogart Wealth LLC Reduces Stock Position in iShares Russell 1000 Value ETF $IWD

Bogart Wealth LLC trimmed its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,699 shares of the exchange traded fund’s stock after selling 96 shares during the quarter. Bogart Wealth LLC’s holdings in iShares Russell 1000 Value ETF were worth $913,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of IWD. Truvestments Capital LLC purchased a new position in iShares Russell 1000 Value ETF during the 1st quarter worth approximately $25,000. GKV Capital Management Co. Inc. acquired a new stake in shares of iShares Russell 1000 Value ETF in the first quarter worth $27,000. RMG Wealth Management LLC purchased a new position in shares of iShares Russell 1000 Value ETF during the second quarter worth $33,000. Valley Wealth Managers Inc. raised its holdings in shares of iShares Russell 1000 Value ETF by 78.0% during the first quarter. Valley Wealth Managers Inc. now owns 210 shares of the exchange traded fund’s stock worth $40,000 after purchasing an additional 92 shares during the last quarter. Finally, Milestone Investment Advisors LLC acquired a new position in iShares Russell 1000 Value ETF during the first quarter valued at $41,000. Institutional investors and hedge funds own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Performance

NYSEARCA:IWD opened at $204.91 on Tuesday. The firm’s fifty day moving average is $201.85 and its two-hundred day moving average is $193.22. The firm has a market cap of $64.80 billion, a price-to-earnings ratio of 18.83 and a beta of 0.95. iShares Russell 1000 Value ETF has a one year low of $163.19 and a one year high of $206.01.

iShares Russell 1000 Value ETF Company Profile

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).