Marotta Asset Management Has $208,000 Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Marotta Asset Management decreased its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 15.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,617 shares of the company’s stock after selling 285 shares during the period. Marotta Asset Management’s holdings in iShares Russell Mid-Cap Value ETF were worth $208,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Accredited Investors Inc. raised its stake in shares of iShares Russell Mid-Cap Value ETF by 2,738.7% in the third quarter. Accredited Investors Inc. now owns 2,296,845 shares of the company’s stock worth $303,758,000 after acquiring an additional 2,215,933 shares during the last quarter. International Assets Investment Management LLC raised its position in iShares Russell Mid-Cap Value ETF by 1,813.0% in the 3rd quarter. International Assets Investment Management LLC now owns 146,861 shares of the company’s stock worth $19,422,000 after purchasing an additional 139,184 shares during the last quarter. FSA Wealth Management LLC bought a new stake in shares of iShares Russell Mid-Cap Value ETF during the 3rd quarter valued at $15,283,000. Hsbc Holdings PLC boosted its position in shares of iShares Russell Mid-Cap Value ETF by 95.7% in the 2nd quarter. Hsbc Holdings PLC now owns 233,692 shares of the company’s stock worth $28,216,000 after purchasing an additional 114,266 shares during the last quarter. Finally, LPL Financial LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 12.6% during the third quarter. LPL Financial LLC now owns 987,928 shares of the company’s stock worth $130,653,000 after purchasing an additional 110,325 shares during the period.

iShares Russell Mid-Cap Value ETF Stock Performance

IWS traded down $1.46 during midday trading on Friday, reaching $128.25. 63,632 shares of the company were exchanged, compared to its average volume of 306,796. The stock has a market capitalization of $13.43 billion, a P/E ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a one year low of $111.92 and a one year high of $140.95. The stock’s 50-day simple moving average is $134.20 and its 200 day simple moving average is $129.77.

iShares Russell Mid-Cap Value ETF Company Profile

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.