iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Stock Position Reduced by SkyOak Wealth LLC

SkyOak Wealth LLC decreased its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 16.6% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,068 shares of the company’s stock after selling 412 shares during the quarter. SkyOak Wealth LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $250,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the company. STAR Financial Bank lifted its holdings in iShares Russell Mid-Cap Value ETF by 3.9% in the fourth quarter. STAR Financial Bank now owns 19,059 shares of the company’s stock worth $2,216,000 after acquiring an additional 723 shares during the last quarter. Envestnet Portfolio Solutions Inc. lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 29.4% in the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 4,046,878 shares of the company’s stock worth $507,195,000 after purchasing an additional 919,370 shares during the last quarter. Cassady Schiller Wealth Management LLC boosted its position in iShares Russell Mid-Cap Value ETF by 16.5% during the 4th quarter. Cassady Schiller Wealth Management LLC now owns 743 shares of the company’s stock valued at $86,000 after purchasing an additional 105 shares during the period. Stephens Inc. AR grew its stake in iShares Russell Mid-Cap Value ETF by 2.0% during the 4th quarter. Stephens Inc. AR now owns 691,227 shares of the company’s stock worth $80,383,000 after buying an additional 13,814 shares during the last quarter. Finally, Olistico Wealth LLC acquired a new stake in iShares Russell Mid-Cap Value ETF in the fourth quarter worth $203,000.

iShares Russell Mid-Cap Value ETF Stock Performance

Shares of IWS opened at $130.32 on Thursday. The firm has a fifty day moving average of $126.33 and a 200-day moving average of $123.25. The company has a market cap of $13.64 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a 1 year low of $97.40 and a 1 year high of $131.85.

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.