Evermay Wealth Management LLC continued to hold its position in shares of iShares Russell 1000 Value Index (NYSE:IWD) during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 3,945 shares of the exchange traded fund’s stock at the end of the second quarter. Evermay Wealth Management LLC’s holdings in iShares Russell 1000 Value Index were worth $459,000 as of its most recent filing with the SEC.

Other institutional investors have also recently modified their holdings of the company. Meridian Wealth Management LLC boosted its position in shares of iShares Russell 1000 Value Index by 2.6% in the second quarter. Meridian Wealth Management LLC now owns 2,432 shares of the exchange traded fund’s stock valued at $283,000 after buying an additional 62 shares during the period. Taylor Cottrill Erickson & Associates Inc. boosted its position in shares of iShares Russell 1000 Value Index by 0.3% in the second quarter. Taylor Cottrill Erickson & Associates Inc. now owns 25,107 shares of the exchange traded fund’s stock valued at $2,923,000 after buying an additional 75 shares during the period. Retirement Planning Group boosted its position in shares of iShares Russell 1000 Value Index by 4.5% in the second quarter. Retirement Planning Group now owns 2,371 shares of the exchange traded fund’s stock valued at $276,000 after buying an additional 103 shares during the period. Berkshire Asset Management LLC PA boosted its position in shares of iShares Russell 1000 Value Index by 0.4% in the second quarter. Berkshire Asset Management LLC PA now owns 30,253 shares of the exchange traded fund’s stock valued at $3,522,000 after buying an additional 128 shares during the period. Finally, Osborne Partners Capital Management LLC boosted its position in shares of iShares Russell 1000 Value Index by 0.9% in the second quarter. Osborne Partners Capital Management LLC now owns 20,187 shares of the exchange traded fund’s stock valued at $2,350,000 after buying an additional 187 shares during the period.

iShares Russell 1000 Value Index (IWD) opened at 116.84 on Thursday. The stock’s 50 day moving average price is $116.55 and its 200 day moving average price is $115.42. iShares Russell 1000 Value Index has a 12 month low of $102.07 and a 12 month high of $121.24.

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 12th. Shareholders of record on Monday, July 10th were issued a dividend of $0.7172 per share. This is an increase from iShares Russell 1000 Value Index’s previous quarterly dividend of $0.58. The ex-dividend date of this dividend was Thursday, July 6th. This represents a $2.87 annualized dividend and a yield of 2.46%.

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iShares Russell 1000 Value Index 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).

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Institutional Ownership by Quarter for iShares Russell 1000 Value Index (NYSE:IWD)

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