iShares Russell Mid-Cap Value ETF $IWS Shares Newly Acquired by Sigma Planning Corp

Sigma Planning Corp bought a new stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 23,528 shares of the company’s stock, valued at approximately $3,782,000.

Other institutional investors have also recently added to or reduced their stakes in the company. First Citizens Bank & Trust Co. acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 3rd quarter worth about $297,622,000. Cassaday & Co Wealth Management LLC grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.9% during the first quarter. Cassaday & Co Wealth Management LLC now owns 1,023,739 shares of the company’s stock worth $149,200,000 after buying an additional 18,611 shares in the last quarter. Lido Advisors LLC raised its position in shares of iShares Russell Mid-Cap Value ETF by 6.9% in the first quarter. Lido Advisors LLC now owns 321,226 shares of the company’s stock valued at $46,816,000 after buying an additional 20,686 shares during the last quarter. SVB Wealth LLC raised its position in shares of iShares Russell Mid-Cap Value ETF by 5.8% in the second quarter. SVB Wealth LLC now owns 276,422 shares of the company’s stock valued at $45,499,000 after buying an additional 15,220 shares during the last quarter. Finally, Cedar Mountain Advisors LLC raised its position in shares of iShares Russell Mid-Cap Value ETF by 0.4% in the second quarter. Cedar Mountain Advisors LLC now owns 252,713 shares of the company’s stock valued at $41,597,000 after buying an additional 1,131 shares during the last quarter. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Stock Performance

Shares of IWS opened at $168.81 on Tuesday. The company has a market capitalization of $15.67 billion, a price-to-earnings ratio of 19.11 and a beta of 0.96. The company’s 50 day simple moving average is $166.83 and its 200 day simple moving average is $158.99. iShares Russell Mid-Cap Value ETF has a 1 year low of $133.74 and a 1 year high of $173.52.

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.