iShares Russell Mid-Cap Value ETF $IWS Stock Position Cut by Stephens Group Asset Management LLC

Stephens Group Asset Management LLC decreased its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 4.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 680,980 shares of the company’s stock after selling 28,996 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for about 6.3% of Stephens Group Asset Management LLC’s holdings, making the stock its 5th biggest holding. Stephens Group Asset Management LLC owned about 0.74% of iShares Russell Mid-Cap Value ETF worth $109,461,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in IWS. Allied Private Wealth LLC purchased a new position in iShares Russell Mid-Cap Value ETF in the 2nd quarter valued at approximately $27,000. Security National Bank of Sioux City Iowa IA purchased a new position in iShares Russell Mid-Cap Value ETF in the second quarter valued at $28,000. Signature Resources Capital Management LLC grew its stake in iShares Russell Mid-Cap Value ETF by 116.5% during the 1st quarter. Signature Resources Capital Management LLC now owns 171 shares of the company’s stock worth $25,000 after purchasing an additional 92 shares in the last quarter. Abound Wealth Management grew its stake in iShares Russell Mid-Cap Value ETF by 135.3% during the 2nd quarter. Abound Wealth Management now owns 240 shares of the company’s stock worth $40,000 after purchasing an additional 138 shares in the last quarter. Finally, Horizons Wealth Management purchased a new stake in iShares Russell Mid-Cap Value ETF during the 3rd quarter worth about $45,000. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Stock Performance

IWS stock traded up $0.86 during mid-day trading on Friday, reaching $164.75. The company had a trading volume of 282,177 shares, compared to its average volume of 463,606. The company has a market capitalization of $15.24 billion, a price-to-earnings ratio of 19.11 and a beta of 0.96. The firm has a fifty day simple moving average of $167.84 and a 200 day simple moving average of $161.95. iShares Russell Mid-Cap Value ETF has a fifty-two week low of $133.74 and a fifty-two week high of $173.52.

About iShares Russell Mid-Cap Value ETF

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.