Safe Harbor Family Capital LLC Invests $1.13 Million in iShares Russell 3000 ETF $IWV

Safe Harbor Family Capital LLC acquired a new position in iShares Russell 3000 ETF (NYSEARCA:IWV) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,918 shares of the company’s stock, valued at approximately $1,129,000. iShares Russell 3000 ETF comprises 1.0% of Safe Harbor Family Capital LLC’s investment portfolio, making the stock its 15th biggest holding.

A number of other institutional investors and hedge funds also recently modified their holdings of IWV. Cloud Capital Management LLC purchased a new stake in shares of iShares Russell 3000 ETF during the third quarter valued at approximately $28,000. Missouri Trust & Investment Co purchased a new stake in shares of iShares Russell 3000 ETF during the third quarter valued at approximately $63,000. Lodestone Wealth Management LLC purchased a new stake in shares of iShares Russell 3000 ETF during the fourth quarter valued at approximately $64,000. Laurel Wealth Advisors LLC purchased a new stake in shares of iShares Russell 3000 ETF during the fourth quarter valued at approximately $64,000. Finally, Arcadia Investment Management Corp MI purchased a new stake in shares of iShares Russell 3000 ETF during the third quarter valued at approximately $66,000.

iShares Russell 3000 ETF Trading Up 0.1%

Shares of IWV traded up $0.59 on Thursday, reaching $404.59. 48,407 shares of the company’s stock traded hands, compared to its average volume of 288,490. The stock’s 50 day simple moving average is $386.00 and its two-hundred day simple moving average is $386.86. iShares Russell 3000 ETF has a 52-week low of $316.48 and a 52-week high of $406.98. The stock has a market cap of $18.75 billion, a PE ratio of 25.11 and a beta of 1.01.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.