iShares Russell 1000 Value ETF $IWD Shares Sold by Paulson Wealth Management Inc.

Paulson Wealth Management Inc. lessened its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.9% during the 4th quarter, Holdings Channel reports. The firm owned 270,484 shares of the exchange traded fund’s stock after selling 10,845 shares during the quarter. iShares Russell 1000 Value ETF makes up about 13.1% of Paulson Wealth Management Inc.’s investment portfolio, making the stock its 2nd biggest position. Paulson Wealth Management Inc.’s holdings in iShares Russell 1000 Value ETF were worth $56,894,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in IWD. Thrivent Financial for Lutherans grew its stake in iShares Russell 1000 Value ETF by 16.3% during the fourth quarter. Thrivent Financial for Lutherans now owns 338,643 shares of the exchange traded fund’s stock worth $71,699,000 after buying an additional 47,470 shares during the last quarter. ORBA Wealth Advisors L.L.C. acquired a new stake in shares of iShares Russell 1000 Value ETF during the fourth quarter worth approximately $294,000. Western Wealth Management LLC raised its stake in shares of iShares Russell 1000 Value ETF by 1.0% in the fourth quarter. Western Wealth Management LLC now owns 15,769 shares of the exchange traded fund’s stock valued at $3,317,000 after acquiring an additional 160 shares during the last quarter. Allworth Financial LP raised its stake in shares of iShares Russell 1000 Value ETF by 604.9% in the fourth quarter. Allworth Financial LP now owns 320,484 shares of the exchange traded fund’s stock valued at $67,411,000 after acquiring an additional 275,022 shares during the last quarter. Finally, Atria Investments Inc boosted its holdings in shares of iShares Russell 1000 Value ETF by 22.0% in the 4th quarter. Atria Investments Inc now owns 45,956 shares of the exchange traded fund’s stock worth $9,666,000 after acquiring an additional 8,295 shares in the last quarter. Institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Price Performance

NYSEARCA IWD opened at $235.17 on Friday. The firm has a market cap of $75.54 billion, a PE ratio of 18.83 and a beta of 0.84. iShares Russell 1000 Value ETF has a one year low of $184.69 and a one year high of $236.01. The stock’s 50 day simple moving average is $221.91 and its 200 day simple moving average is $216.71.

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.