iShares Russell 3000 ETF $IWV is Mosaic Advisors LLC’s 8th Largest Position

Mosaic Advisors LLC lifted its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 21.6% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,249 shares of the company’s stock after purchasing an additional 1,646 shares during the quarter. iShares Russell 3000 ETF comprises approximately 5.1% of Mosaic Advisors LLC’s holdings, making the stock its 8th largest position. Mosaic Advisors LLC’s holdings in iShares Russell 3000 ETF were worth $3,757,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. McLean Asset Management Corp raised its stake in iShares Russell 3000 ETF by 1.8% during the fourth quarter. McLean Asset Management Corp now owns 1,752 shares of the company’s stock valued at $689,000 after buying an additional 31 shares during the last quarter. Harvest Investment Services LLC grew its stake in shares of iShares Russell 3000 ETF by 0.6% in the third quarter. Harvest Investment Services LLC now owns 5,063 shares of the company’s stock worth $1,919,000 after acquiring an additional 32 shares during the last quarter. Pittenger & Anderson Inc. grew its stake in shares of iShares Russell 3000 ETF by 8.4% in the first quarter. Pittenger & Anderson Inc. now owns 428 shares of the company’s stock worth $159,000 after acquiring an additional 33 shares during the last quarter. Klingenstein Fields & Co. LP increased its holdings in shares of iShares Russell 3000 ETF by 0.3% during the fourth quarter. Klingenstein Fields & Co. LP now owns 14,900 shares of the company’s stock valued at $5,764,000 after acquiring an additional 38 shares in the last quarter. Finally, International Assets Investment Management LLC increased its holdings in shares of iShares Russell 3000 ETF by 1.4% during the first quarter. International Assets Investment Management LLC now owns 2,891 shares of the company’s stock valued at $1,079,000 after acquiring an additional 39 shares in the last quarter.

iShares Russell 3000 ETF Price Performance

IWV opened at $427.95 on Wednesday. The stock has a 50-day moving average price of $422.84 and a 200-day moving average price of $400.95. The firm has a market cap of $19.86 billion, a PE ratio of 25.11 and a beta of 1.01. iShares Russell 3000 ETF has a 1 year low of $351.20 and a 1 year high of $431.32.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.