Kingdom Financial Group LLC. Has $4.07 Million Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

Kingdom Financial Group LLC. decreased its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSFree Report) by 29.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 30,768 shares of the company’s stock after selling 12,647 shares during the quarter. iShares Russell Mid-Cap Value ETF makes up about 3.6% of Kingdom Financial Group LLC.’s investment portfolio, making the stock its 7th biggest holding. Kingdom Financial Group LLC.’s holdings in iShares Russell Mid-Cap Value ETF were worth $4,066,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Clearstead Trust LLC acquired a new stake in iShares Russell Mid-Cap Value ETF in the second quarter valued at $25,000. Westside Investment Management Inc. lifted its stake in iShares Russell Mid-Cap Value ETF by 108.3% in the 2nd quarter. Westside Investment Management Inc. now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 104 shares during the last quarter. AlphaCore Capital LLC bought a new position in iShares Russell Mid-Cap Value ETF during the first quarter worth about $31,000. McClarren Financial Advisors Inc. acquired a new position in iShares Russell Mid-Cap Value ETF during the first quarter worth approximately $32,000. Finally, Trust Co. of Toledo NA OH bought a new stake in iShares Russell Mid-Cap Value ETF in the second quarter valued at approximately $33,000. 80.17% of the stock is owned by institutional investors.

iShares Russell Mid-Cap Value ETF Trading Up 0.2%

IWS opened at $135.95 on Wednesday. The stock’s fifty day simple moving average is $138.79 and its 200 day simple moving average is $134.91. iShares Russell Mid-Cap Value ETF has a 1-year low of $108.85 and a 1-year high of $141.68. The stock has a market cap of $13.55 billion, a PE ratio of 19.11 and a beta of 1.02.

About iShares Russell Mid-Cap Value ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

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