Wescott Financial Advisory Group LLC Sells 10,459 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Wescott Financial Advisory Group LLC trimmed its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 3.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 271,970 shares of the company’s stock after selling 10,459 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for 3.8% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 8th largest position. Wescott Financial Advisory Group LLC owned about 0.26% of iShares Russell Mid-Cap Value ETF worth $32,838,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. STAR Financial Bank grew its stake in shares of iShares Russell Mid-Cap Value ETF by 3.9% in the 4th quarter. STAR Financial Bank now owns 19,059 shares of the company’s stock valued at $2,216,000 after purchasing an additional 723 shares during the period. Envestnet Portfolio Solutions Inc. grew its position in iShares Russell Mid-Cap Value ETF by 29.4% in the first quarter. Envestnet Portfolio Solutions Inc. now owns 4,046,878 shares of the company’s stock valued at $507,195,000 after acquiring an additional 919,370 shares during the period. Stephens Inc. AR raised its stake in iShares Russell Mid-Cap Value ETF by 2.0% during the fourth quarter. Stephens Inc. AR now owns 691,227 shares of the company’s stock worth $80,383,000 after acquiring an additional 13,814 shares in the last quarter. Olistico Wealth LLC acquired a new position in iShares Russell Mid-Cap Value ETF during the fourth quarter worth $203,000. Finally, Orion Portfolio Solutions LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 279.9% during the fourth quarter. Orion Portfolio Solutions LLC now owns 34,058 shares of the company’s stock valued at $3,938,000 after acquiring an additional 25,093 shares during the period.

iShares Russell Mid-Cap Value ETF Stock Performance

IWS opened at $132.01 on Wednesday. The firm has a market cap of $13.82 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97. The firm’s 50-day simple moving average is $127.08 and its 200-day simple moving average is $123.62. iShares Russell Mid-Cap Value ETF has a twelve month low of $97.40 and a twelve month high of $132.51.

iShares Russell Mid-Cap Value ETF 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.