ORG Partners LLC Boosts Stock Position in iShares Russell 1000 Value ETF $IWD

ORG Partners LLC lifted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 80.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,388 shares of the exchange traded fund’s stock after buying an additional 2,403 shares during the quarter. ORG Partners LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,116,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in IWD. Brighton Jones LLC increased its holdings in iShares Russell 1000 Value ETF by 8.9% in the 4th quarter. Brighton Jones LLC now owns 36,663 shares of the exchange traded fund’s stock worth $6,787,000 after acquiring an additional 2,981 shares in the last quarter. Bison Wealth LLC grew its position in shares of iShares Russell 1000 Value ETF by 13.9% in the fourth quarter. Bison Wealth LLC now owns 4,121 shares of the exchange traded fund’s stock valued at $763,000 after purchasing an additional 502 shares during the period. SageView Advisory Group LLC increased its stake in shares of iShares Russell 1000 Value ETF by 28.6% during the first quarter. SageView Advisory Group LLC now owns 1,499 shares of the exchange traded fund’s stock worth $282,000 after purchasing an additional 333 shares in the last quarter. Integrity Alliance LLC. purchased a new stake in shares of iShares Russell 1000 Value ETF during the first quarter worth about $336,000. Finally, Belpointe Asset Management LLC raised its position in shares of iShares Russell 1000 Value ETF by 87.9% during the 1st quarter. Belpointe Asset Management LLC now owns 4,535 shares of the exchange traded fund’s stock worth $853,000 after purchasing an additional 2,121 shares during the last quarter. Hedge funds and other institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Trading Up 0.7%

IWD stock opened at $217.59 on Friday. iShares Russell 1000 Value ETF has a 12-month low of $163.19 and a 12-month high of $217.89. The stock has a market cap of $72.08 billion, a price-to-earnings ratio of 18.83 and a beta of 0.89. The business’s 50-day moving average is $208.93 and its 200 day moving average is $203.04.

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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.