HORAN Wealth LLC Increases Stock Position in iShares Russell 1000 Value ETF $IWD

HORAN Wealth LLC raised its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 100.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,606 shares of the exchange traded fund’s stock after purchasing an additional 3,303 shares during the quarter. HORAN Wealth LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,390,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of IWD. Personal CFO Solutions LLC bought a new stake in iShares Russell 1000 Value ETF during the fourth quarter worth about $1,539,000. Brown Miller Wealth Management LLC bought a new position in shares of iShares Russell 1000 Value ETF during the fourth quarter valued at $1,213,000. SMI Advisory Services LLC acquired a new position in shares of iShares Russell 1000 Value ETF in the 4th quarter valued at about $55,463,000. Massachusetts Financial Services Co. MA grew its stake in iShares Russell 1000 Value ETF by 121.8% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 190,793 shares of the exchange traded fund’s stock valued at $40,131,000 after acquiring an additional 104,778 shares during the period. Finally, Beacon Investment Advisory Services Inc. raised its position in iShares Russell 1000 Value ETF by 1,036.3% in the 4th quarter. Beacon Investment Advisory Services Inc. now owns 24,181 shares of the exchange traded fund’s stock valued at $5,086,000 after buying an additional 22,053 shares during the last quarter. Hedge funds and other institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Down 0.4%

IWD opened at $246.96 on Tuesday. The company has a market capitalization of $81.55 billion, a price-to-earnings ratio of 18.83 and a beta of 0.84. iShares Russell 1000 Value ETF has a twelve month low of $191.64 and a twelve month high of $250.50. The firm has a 50-day moving average price of $240.92 and a 200-day moving average price of $227.84.

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.