Sax Wealth Advisors LLC Has $5.81 Million Stock Position in iShares Russell 3000 ETF $IWV

Sax Wealth Advisors LLC boosted its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 34.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 13,630 shares of the company’s stock after purchasing an additional 3,482 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares Russell 3000 ETF were worth $5,812,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in IWV. Sittner & Nelson LLC acquired a new stake in shares of iShares Russell 3000 ETF during the 4th quarter worth approximately $25,000. Smithfield Trust Co bought a new stake in shares of iShares Russell 3000 ETF during the fourth quarter worth approximately $30,000. RMG Wealth Management LLC bought a new stake in shares of iShares Russell 3000 ETF during the first quarter worth approximately $35,000. LRI Investments LLC acquired a new position in iShares Russell 3000 ETF in the fourth quarter valued at approximately $39,000. Finally, Angeles Wealth Management LLC acquired a new position in iShares Russell 3000 ETF in the first quarter valued at approximately $44,000.

iShares Russell 3000 ETF Stock Performance

Shares of IWV stock opened at $440.29 on Friday. iShares Russell 3000 ETF has a 52-week low of $358.55 and a 52-week high of $442.06. The stock has a market cap of $20.34 billion, a PE ratio of 25.11 and a beta of 1.01. The firm’s 50 day moving average price is $425.07 and its two-hundred day moving average price is $405.31.

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.