Avantax Planning Partners Inc. Has $14.74 Million Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Avantax Planning Partners Inc. raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSGet Rating) by 6.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 123,233 shares of the company’s stock after acquiring an additional 7,068 shares during the quarter. iShares Russell Mid-Cap Value ETF makes up about 0.6% of Avantax Planning Partners Inc.’s investment portfolio, making the stock its 20th largest holding. Avantax Planning Partners Inc. owned 0.10% of iShares Russell Mid-Cap Value ETF worth $14,744,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Mission Wealth Management LP lifted its stake in iShares Russell Mid-Cap Value ETF by 3.0% in the fourth quarter. Mission Wealth Management LP now owns 2,984 shares of the company’s stock valued at $365,000 after acquiring an additional 88 shares during the last quarter. Financial Management Network Inc. lifted its stake in iShares Russell Mid-Cap Value ETF by 1.3% in the first quarter. Financial Management Network Inc. now owns 7,910 shares of the company’s stock valued at $950,000 after acquiring an additional 99 shares during the last quarter. Allegheny Financial Group LTD raised its position in shares of iShares Russell Mid-Cap Value ETF by 4.8% in the fourth quarter. Allegheny Financial Group LTD now owns 2,339 shares of the company’s stock valued at $286,000 after purchasing an additional 107 shares during the period. Appleton Partners Inc. MA raised its position in shares of iShares Russell Mid-Cap Value ETF by 5.0% in the fourth quarter. Appleton Partners Inc. MA now owns 2,253 shares of the company’s stock valued at $276,000 after purchasing an additional 108 shares during the period. Finally, Atlas Brown Inc. raised its position in shares of iShares Russell Mid-Cap Value ETF by 0.4% in the first quarter. Atlas Brown Inc. now owns 27,301 shares of the company’s stock valued at $3,266,000 after purchasing an additional 115 shares during the period.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS traded up $0.31 during trading hours on Friday, hitting $110.02. The company had a trading volume of 385,607 shares, compared to its average volume of 649,481. The business has a fifty day moving average of $106.17 and a 200-day moving average of $112.50. iShares Russell Mid-Cap Value ETF has a 12 month low of $98.36 and a 12 month high of $124.28.

iShares Russell Mid-Cap Value ETF Profile

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iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market.

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Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

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