Elevation Wealth Partners LLC Lowers Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Elevation Wealth Partners LLC cut its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 27.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,068 shares of the company’s stock after selling 396 shares during the period. Elevation Wealth Partners LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $138,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in IWS. Brookstone Capital Management grew its stake in shares of iShares Russell Mid-Cap Value ETF by 5.2% during the 3rd quarter. Brookstone Capital Management now owns 7,447 shares of the company’s stock valued at $985,000 after buying an additional 371 shares during the period. Valeo Financial Advisors LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 5.0% during the 3rd quarter. Valeo Financial Advisors LLC now owns 3,725 shares of the company’s stock valued at $492,000 after buying an additional 179 shares during the period. Annex Advisory Services LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 22.4% during the 3rd quarter. Annex Advisory Services LLC now owns 3,014 shares of the company’s stock valued at $399,000 after buying an additional 551 shares during the period. Concourse Financial Group Securities Inc. grew its stake in shares of iShares Russell Mid-Cap Value ETF by 8.7% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 23,276 shares of the company’s stock valued at $3,078,000 after buying an additional 1,868 shares during the period. Finally, Accelerate Investment Advisors LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF during the 3rd quarter valued at $214,000.

iShares Russell Mid-Cap Value ETF Stock Down 0.5 %

Shares of NYSEARCA IWS opened at $132.87 on Monday. The stock has a market capitalization of $13.91 billion, a PE ratio of 17.15 and a beta of 0.97. The firm has a fifty day moving average of $132.80 and a 200-day moving average of $131.44. iShares Russell Mid-Cap Value ETF has a 52-week low of $113.80 and a 52-week high of $140.95.

About iShares Russell Mid-Cap Value ETF

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.