iShares Russell Mid-Cap Value ETF $IWS Shares Acquired by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 182.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 28,707 shares of the company’s stock after buying an additional 18,546 shares during the period. Orion Porfolio Solutions LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $4,010,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of IWS. Clearstead Trust LLC bought a new position in shares of iShares Russell Mid-Cap Value ETF during the second quarter valued at approximately $25,000. Clean Yield Group bought a new stake in shares of iShares Russell Mid-Cap Value ETF in the 3rd quarter worth approximately $25,000. Financial Consulate Inc. bought a new stake in shares of iShares Russell Mid-Cap Value ETF in the 3rd quarter worth approximately $29,000. Rossmore Private Capital acquired a new position in iShares Russell Mid-Cap Value ETF during the 3rd quarter valued at approximately $29,000. Finally, Legacy Investment Solutions LLC acquired a new position in iShares Russell Mid-Cap Value ETF during the 2nd quarter valued at approximately $33,000. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS opened at $147.80 on Monday. iShares Russell Mid-Cap Value ETF has a 12 month low of $108.85 and a 12 month high of $154.79. The stock has a fifty day moving average price of $148.99 and a 200 day moving average price of $142.79. The company has a market cap of $14.70 billion, a P/E ratio of 19.11 and a beta of 1.02.

iShares Russell Mid-Cap Value ETF Profile

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. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.