iShares Russell Mid-Cap Value ETF $IWS Shares Bought by Global Retirement Partners LLC

Global Retirement Partners LLC raised its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 70.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 32,597 shares of the company’s stock after buying an additional 13,507 shares during the period. Global Retirement Partners LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $4,598,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Kohmann Bosshard Financial Services LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF in the 4th quarter valued at approximately $28,000. Rossmore Private Capital acquired a new position in shares of iShares Russell Mid-Cap Value ETF in the 3rd quarter valued at approximately $29,000. Triumph Capital Management acquired a new position in shares of iShares Russell Mid-Cap Value ETF in the 3rd quarter valued at approximately $29,000. Center for Financial Planning Inc. raised its position in shares of iShares Russell Mid-Cap Value ETF by 113.8% in the 3rd quarter. Center for Financial Planning Inc. now owns 248 shares of the company’s stock valued at $35,000 after purchasing an additional 132 shares in the last quarter. Finally, Laurel Wealth Advisors LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF in the 4th quarter valued at approximately $35,000. 80.17% of the stock is owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Trading Up 0.6%

IWS stock opened at $157.54 on Friday. The firm has a market cap of $15.01 billion, a P/E ratio of 19.11 and a beta of 0.96. iShares Russell Mid-Cap Value ETF has a 12-month low of $125.56 and a 12-month high of $159.71. The stock’s 50 day simple moving average is $151.66 and its 200 day simple moving average is $147.42.

iShares Russell Mid-Cap Value ETF Company 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.