Waldron Private Wealth LLC Reduces Stock Position in iShares Russell 1000 Value ETF $IWD

Waldron Private Wealth LLC lowered its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 880,945 shares of the exchange traded fund’s stock after selling 10,120 shares during the quarter. iShares Russell 1000 Value ETF accounts for 7.3% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 5th largest holding. Waldron Private Wealth LLC’s holdings in iShares Russell 1000 Value ETF were worth $185,297,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also bought and sold shares of the stock. Sax Wealth Advisors LLC grew its stake in shares of iShares Russell 1000 Value ETF by 0.5% in the 4th quarter. Sax Wealth Advisors LLC now owns 9,571 shares of the exchange traded fund’s stock worth $2,013,000 after acquiring an additional 49 shares in the last quarter. SilverOak Wealth Management LLC lifted its position in shares of iShares Russell 1000 Value ETF by 0.4% during the third quarter. SilverOak Wealth Management LLC now owns 11,234 shares of the exchange traded fund’s stock valued at $2,287,000 after purchasing an additional 50 shares in the last quarter. Capital Advantage Inc. lifted its position in shares of iShares Russell 1000 Value ETF by 0.9% during the fourth quarter. Capital Advantage Inc. now owns 5,850 shares of the exchange traded fund’s stock valued at $1,231,000 after purchasing an additional 51 shares in the last quarter. JFG Wealth Management LLC boosted its holdings in iShares Russell 1000 Value ETF by 0.4% during the third quarter. JFG Wealth Management LLC now owns 12,218 shares of the exchange traded fund’s stock worth $2,487,000 after purchasing an additional 53 shares during the last quarter. Finally, Tortoise Investment Management LLC boosted its holdings in iShares Russell 1000 Value ETF by 2.5% during the third quarter. Tortoise Investment Management LLC now owns 2,251 shares of the exchange traded fund’s stock worth $458,000 after purchasing an additional 54 shares during the last quarter. 84.93% of the stock is currently owned by institutional investors.

iShares Russell 1000 Value ETF Stock Performance

Shares of IWD stock opened at $210.05 on Friday. The company has a market capitalization of $65.44 billion, a price-to-earnings ratio of 18.83 and a beta of 0.89. iShares Russell 1000 Value ETF has a 52-week low of $163.19 and a 52-week high of $226.39. The company has a 50-day simple moving average of $219.90 and a two-hundred day simple moving average of $211.66.

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.