Evercore Wealth Management LLC decreased its stake in shares of iShares Russell 1000 Value Index (NYSE:IWD) by 1.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 213,669 shares of the exchange traded fund’s stock after selling 2,640 shares during the period. Evercore Wealth Management LLC’s holdings in iShares Russell 1000 Value Index were worth $24,877,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. JPMorgan Chase & Co. boosted its position in shares of iShares Russell 1000 Value Index by 3.8% during the second quarter. JPMorgan Chase & Co. now owns 823,150 shares of the exchange traded fund’s stock valued at $95,839,000 after buying an additional 30,120 shares during the last quarter. Retirement Planning Group boosted its position in shares of iShares Russell 1000 Value Index by 4.5% during 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 last quarter. Synovus Financial Corp boosted its position in shares of iShares Russell 1000 Value Index by 4.5% during the second quarter. Synovus Financial Corp now owns 2,949,682 shares of the exchange traded fund’s stock valued at $343,435,000 after buying an additional 128,055 shares during the last quarter. Edelman Financial Services LLC boosted its position in shares of iShares Russell 1000 Value Index by 2.4% during the second quarter. Edelman Financial Services LLC now owns 19,895,288 shares of the exchange traded fund’s stock valued at $2,316,408,000 after buying an additional 460,892 shares during the last quarter. Finally, Accredited Investors Inc. boosted its position in shares of iShares Russell 1000 Value Index by 11.3% during the second quarter. Accredited Investors Inc. now owns 2,238 shares of the exchange traded fund’s stock valued at $261,000 after buying an additional 228 shares during the last quarter.

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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).

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

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