Forum Financial Management LP decreased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 11.2% during the second quarter, Holdings Channel.com reports. The firm owned 12,375 shares of the exchange traded fund’s stock after selling 1,558 shares during the period. Forum Financial Management LP’s holdings in iShares Russell 1000 Value ETF were worth $2,404,000 as of its most recent SEC filing.
Other large investors also recently made changes to their positions in the company. American National Bank & Trust increased its holdings in shares of iShares Russell 1000 Value ETF by 8.1% in the 2nd quarter. American National Bank & Trust now owns 4,768 shares of the exchange traded fund’s stock valued at $926,000 after purchasing an additional 358 shares during the period. Apollon Wealth Management LLC increased its holdings in iShares Russell 1000 Value ETF by 0.8% in the second quarter. Apollon Wealth Management LLC now owns 13,685 shares of the exchange traded fund’s stock worth $2,658,000 after buying an additional 106 shares during the last quarter. Falcon Wealth Planning increased its holdings in iShares Russell 1000 Value ETF by 6.5% in the second quarter. Falcon Wealth Planning now owns 1,166 shares of the exchange traded fund’s stock worth $226,000 after buying an additional 71 shares during the last quarter. Builder Investment Group Inc. ADV acquired a new position in iShares Russell 1000 Value ETF in the second quarter worth approximately $205,000. Finally, ST Germain D J Co. Inc. increased its holdings in iShares Russell 1000 Value ETF by 62.4% in the second quarter. ST Germain D J Co. Inc. now owns 2,851 shares of the exchange traded fund’s stock worth $554,000 after buying an additional 1,095 shares during the last quarter. Institutional investors and hedge funds own 84.93% of the company’s stock.
iShares Russell 1000 Value ETF Stock Performance
NYSEARCA:IWD opened at $204.23 on Thursday. The stock’s 50 day moving average price is $202.11 and its 200 day moving average price is $193.38. iShares Russell 1000 Value ETF has a 52 week low of $163.19 and a 52 week high of $206.01. The company has a market capitalization of $64.59 billion, a P/E ratio of 18.83 and a beta of 0.95.
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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