Northwest Wealth Advisors LLC Boosts Stake in iShares Morningstar Value ETF $ILCV

Northwest Wealth Advisors LLC grew its holdings in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 18.3% during the 1st quarter, Holdings Channel.com reports. The fund owned 154,510 shares of the company’s stock after acquiring an additional 23,950 shares during the period. iShares Morningstar Value ETF accounts for about 10.3% of Northwest Wealth Advisors LLC’s portfolio, making the stock its 2nd largest position. Northwest Wealth Advisors LLC’s holdings in iShares Morningstar Value ETF were worth $14,391,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Asempa Wealth Advisors bought a new position in shares of iShares Morningstar Value ETF during the fourth quarter worth $1,686,000. Global View Capital Management LLC purchased a new position in iShares Morningstar Value ETF during the fourth quarter valued at $2,678,000. Key Capital Management INC purchased a new position in iShares Morningstar Value ETF during the fourth quarter valued at $673,000. Strategic Blueprint LLC increased its holdings in iShares Morningstar Value ETF by 23.8% in the 4th quarter. Strategic Blueprint LLC now owns 33,650 shares of the company’s stock valued at $3,175,000 after acquiring an additional 6,474 shares during the last quarter. Finally, Corient Private Wealth LLC increased its holdings in iShares Morningstar Value ETF by 5.3% in the 4th quarter. Corient Private Wealth LLC now owns 116,906 shares of the company’s stock valued at $11,031,000 after acquiring an additional 5,921 shares during the last quarter.

iShares Morningstar Value ETF Stock Up 0.5%

ILCV stock traded up $0.49 during mid-day trading on Tuesday, hitting $104.05. The company had a trading volume of 4,790 shares, compared to its average volume of 41,861. The company has a 50-day moving average price of $100.81 and a 200 day moving average price of $97.48. iShares Morningstar Value ETF has a 12-month low of $82.62 and a 12-month high of $104.43. The company has a market capitalization of $1.30 billion, a price-to-earnings ratio of 19.33 and a beta of 0.81.

iShares Morningstar Value ETF Company Profile

The iShares Morningstar Value ETF (ILCV) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted index of value stocks, selected from the top 90% of the US market-cap spectrum. ILCV was launched on Jun 28, 2004 and is managed by BlackRock.