iShares Russell 1000 Value ETF $IWD Shares Sold by Middleton & Co. Inc. MA

Middleton & Co. Inc. MA decreased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 94.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,696 shares of the exchange traded fund’s stock after selling 92,126 shares during the quarter. Middleton & Co. Inc. MA’s holdings in iShares Russell 1000 Value ETF were worth $1,412,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in IWD. Simplicity Wealth LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 9.6% in the third quarter. Simplicity Wealth LLC now owns 21,102 shares of the exchange traded fund’s stock valued at $5,232,000 after buying an additional 1,847 shares in the last quarter. NTV Asset Management LLC acquired a new stake in shares of iShares Russell 1000 Value ETF during the 3rd quarter valued at $3,673,000. Sowell Financial Services LLC acquired a new stake in shares of iShares Russell 1000 Value ETF during the 3rd quarter valued at $8,960,000. Ascent Wealth Partners LLC bought a new stake in shares of iShares Russell 1000 Value ETF during the 3rd quarter worth $3,063,000. Finally, Rebalance LLC boosted its stake in shares of iShares Russell 1000 Value ETF by 0.4% during the 3rd quarter. Rebalance LLC now owns 34,721 shares of the exchange traded fund’s stock worth $8,608,000 after acquiring an additional 128 shares in the last quarter. Institutional investors and hedge funds own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Down 0.6%

IWD opened at $257.42 on Friday. The firm has a market cap of $84.23 billion, a PE ratio of 18.83 and a beta of 0.84. The business has a fifty day simple moving average of $254.61 and a 200-day simple moving average of $244.98. iShares Russell 1000 Value ETF has a fifty-two week low of $199.79 and a fifty-two week high of $260.19.

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.