iShares Russell 1000 Value ETF $IWD Stock Position Raised by RTD Financial Advisors Inc.

RTD Financial Advisors Inc. boosted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 4.7% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 83,577 shares of the exchange traded fund’s stock after acquiring an additional 3,779 shares during the period. iShares Russell 1000 Value ETF comprises about 2.0% of RTD Financial Advisors Inc.’s investment portfolio, making the stock its 13th biggest holding. RTD Financial Advisors Inc.’s holdings in iShares Russell 1000 Value ETF were worth $17,016,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently made changes to their positions in the stock. Goldman Sachs Group Inc. raised its position in shares of iShares Russell 1000 Value ETF by 2.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 15,629,692 shares of the exchange traded fund’s stock worth $2,940,883,000 after purchasing an additional 363,429 shares during the period. JPMorgan Chase & Co. boosted its position in iShares Russell 1000 Value ETF by 140.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 9,153,000 shares of the exchange traded fund’s stock valued at $1,777,787,000 after purchasing an additional 32,036,243 shares during the period. Envestnet Asset Management Inc. grew its stake in iShares Russell 1000 Value ETF by 0.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 6,599,784 shares of the exchange traded fund’s stock worth $1,281,871,000 after buying an additional 57,669 shares during the last quarter. Baird Financial Group Inc. increased its position in iShares Russell 1000 Value ETF by 12.7% in the second quarter. Baird Financial Group Inc. now owns 5,275,282 shares of the exchange traded fund’s stock worth $1,024,618,000 after buying an additional 593,784 shares during the period. Finally, Raymond James Financial Inc. increased its position in iShares Russell 1000 Value ETF by 1.6% in the second quarter. Raymond James Financial Inc. now owns 4,978,791 shares of the exchange traded fund’s stock worth $967,031,000 after buying an additional 76,936 shares during the period. 84.93% of the stock is owned by institutional investors.

iShares Russell 1000 Value ETF Stock Performance

Shares of IWD opened at $211.48 on Tuesday. The firm has a fifty day moving average of $206.50 and a 200-day moving average of $200.96. The company has a market cap of $67.27 billion, a price-to-earnings ratio of 18.83 and a beta of 0.89. iShares Russell 1000 Value ETF has a 1 year low of $163.19 and a 1 year high of $213.53.

iShares Russell 1000 Value ETF 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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.