Phillips Financial Management LLC held its position in shares of iShares Russell 1000 Value Index (NYSE:IWD) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 14,699 shares of the exchange traded fund’s stock at the end of the 2nd quarter. Phillips Financial Management LLC’s holdings in iShares Russell 1000 Value Index were worth $1,723,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the business. Ken Stern & Associates Inc. raised its stake in iShares Russell 1000 Value Index by 0.6% in the second quarter. Ken Stern & Associates Inc. now owns 54,199 shares of the exchange traded fund’s stock valued at $6,310,000 after buying an additional 344 shares during the period. Howard Hughes Medical Institute raised its stake in iShares Russell 1000 Value Index by 50.0% in the second quarter. Howard Hughes Medical Institute now owns 300,000 shares of the exchange traded fund’s stock valued at $34,929,000 after buying an additional 100,000 shares during the period. Sandy Spring Bank raised its stake in iShares Russell 1000 Value Index by 12.1% in the second quarter. Sandy Spring Bank now owns 8,807 shares of the exchange traded fund’s stock valued at $1,026,000 after buying an additional 948 shares during the period. Yorktown Management & Research Co Inc raised its stake in iShares Russell 1000 Value Index by 92.9% in the second quarter. Yorktown Management & Research Co Inc now owns 27,000 shares of the exchange traded fund’s stock valued at $3,144,000 after buying an additional 13,000 shares during the period. Finally, Formidable Asset Management LLC raised its stake in iShares Russell 1000 Value Index by 8.8% in the second quarter. Formidable Asset Management LLC now owns 2,097 shares of the exchange traded fund’s stock valued at $244,000 after buying an additional 170 shares during the period.

iShares Russell 1000 Value Index (NYSE IWD) traded up 0.3280% during mid-day trading on Monday, reaching $118.0459. The company’s stock had a trading volume of 588,780 shares. iShares Russell 1000 Value Index has a 52-week low of $102.07 and a 52-week high of $121.24. The firm has a 50 day moving average price of $116.06 and a 200 day moving average price of $115.65.

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iShares Russell 1000 Value Index 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).

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

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