Capital Analysts LLC Increases Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

by · The Cerbat Gem

Capital Analysts LLC grew its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 5.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 1,986 shares of the exchange traded fund’s stock after acquiring an additional 110 shares during the quarter. Capital Analysts LLC’s holdings in iShares Russell 1000 Value ETF were worth $368,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in IWD. Signature Wealth Management Partners LLC raised its holdings in iShares Russell 1000 Value ETF by 4.7% during the fourth quarter. Signature Wealth Management Partners LLC now owns 1,223 shares of the exchange traded fund’s stock worth $226,000 after purchasing an additional 55 shares in the last quarter. PBMares Wealth Management LLC raised its stake in iShares Russell 1000 Value ETF by 2.4% during the 4th quarter. PBMares Wealth Management LLC now owns 2,378 shares of the exchange traded fund’s stock worth $440,000 after acquiring an additional 55 shares in the last quarter. Bedel Financial Consulting Inc. lifted its position in iShares Russell 1000 Value ETF by 1.3% in the fourth quarter. Bedel Financial Consulting Inc. now owns 4,404 shares of the exchange traded fund’s stock valued at $856,000 after acquiring an additional 57 shares during the last quarter. Texas Capital Bank Wealth Management Services Inc boosted its stake in iShares Russell 1000 Value ETF by 1.2% in the fourth quarter. Texas Capital Bank Wealth Management Services Inc now owns 5,294 shares of the exchange traded fund’s stock valued at $980,000 after acquiring an additional 63 shares in the last quarter. Finally, Global Trust Asset Management LLC grew its holdings in shares of iShares Russell 1000 Value ETF by 3.0% during the fourth quarter. Global Trust Asset Management LLC now owns 2,257 shares of the exchange traded fund’s stock worth $418,000 after purchasing an additional 66 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Performance

IWD opened at $180.43 on Monday. The stock has a market capitalization of $59.97 billion, a P/E ratio of 18.54 and a beta of 0.90. iShares Russell 1000 Value ETF has a one year low of $163.19 and a one year high of $200.42. The business’s 50-day simple moving average is $184.13 and its 200-day simple moving average is $189.14.

iShares Russell 1000 Value ETF Profile

(Free Report)

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).

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