iShares Russell Mid-Cap Value ETF $IWS Shares Acquired by Cassaday & Co Wealth Management LLC

Cassaday & Co Wealth Management LLC increased its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 0.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 976,963 shares of the company’s stock after buying an additional 4,749 shares during the period. iShares Russell Mid-Cap Value ETF accounts for 3.2% of Cassaday & Co Wealth Management LLC’s holdings, making the stock its 7th largest position. Cassaday & Co Wealth Management LLC owned 0.98% of iShares Russell Mid-Cap Value ETF worth $129,096,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Brighton Jones LLC grew its position in iShares Russell Mid-Cap Value ETF by 1.0% during the 4th quarter. Brighton Jones LLC now owns 20,670 shares of the company’s stock worth $2,673,000 after acquiring an additional 201 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of iShares Russell Mid-Cap Value ETF by 2.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 6,439 shares of the company’s stock worth $833,000 after purchasing an additional 124 shares during the last quarter. Principal Financial Group Inc. boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 7.3% in the 1st quarter. Principal Financial Group Inc. now owns 41,300 shares of the company’s stock worth $5,203,000 after buying an additional 2,800 shares during the last quarter. Olde Wealth Management LLC bought a new stake in iShares Russell Mid-Cap Value ETF during the first quarter worth $26,000. Finally, Bank of New York Mellon Corp increased its position in iShares Russell Mid-Cap Value ETF by 100.1% in the first quarter. Bank of New York Mellon Corp now owns 49,691 shares of the company’s stock worth $6,260,000 after buying an additional 24,852 shares during the last quarter. 80.17% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Stock Performance

NYSEARCA:IWS opened at $138.10 on Tuesday. The firm has a market capitalization of $13.77 billion, a price-to-earnings ratio of 19.11 and a beta of 1.02. iShares Russell Mid-Cap Value ETF has a 52-week low of $108.85 and a 52-week high of $141.68. The stock has a fifty day moving average of $138.91 and a 200 day moving average of $133.61.

iShares Russell Mid-Cap Value ETF Company 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.