EP Wealth Advisors LLC Sells 999 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

EP Wealth Advisors LLC trimmed its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 2.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 33,527 shares of the company’s stock after selling 999 shares during the period. EP Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $4,048,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Envestnet Portfolio Solutions Inc. boosted its holdings in iShares Russell Mid-Cap Value ETF by 2.5% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 4,147,092 shares of the company’s stock worth $500,720,000 after purchasing an additional 100,214 shares in the last quarter. US Bancorp DE boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 2.9% during the 1st quarter. US Bancorp DE now owns 4,078,360 shares of the company’s stock worth $511,157,000 after acquiring an additional 115,959 shares in the last quarter. First Citizens Bank & Trust Co. increased its holdings in shares of iShares Russell Mid-Cap Value ETF by 2.6% during the 2nd quarter. First Citizens Bank & Trust Co. now owns 2,894,098 shares of the company’s stock valued at $349,433,000 after acquiring an additional 72,108 shares during the last quarter. Commonwealth Equity Services LLC raised its stake in shares of iShares Russell Mid-Cap Value ETF by 1.0% in the 1st quarter. Commonwealth Equity Services LLC now owns 2,393,973 shares of the company’s stock valued at $300,037,000 after acquiring an additional 24,728 shares in the last quarter. Finally, Victory Capital Management Inc. lifted its holdings in iShares Russell Mid-Cap Value ETF by 1.0% in the 2nd quarter. Victory Capital Management Inc. now owns 1,215,700 shares of the company’s stock worth $146,784,000 after purchasing an additional 12,200 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Stock Up 0.2 %

Shares of iShares Russell Mid-Cap Value ETF stock opened at $132.25 on Tuesday. iShares Russell Mid-Cap Value ETF has a 12-month low of $97.40 and a 12-month high of $132.79. The stock has a 50 day moving average price of $127.53 and a two-hundred day moving average price of $123.89. The stock has a market capitalization of $13.85 billion, a P/E ratio of 17.15 and a beta of 0.97.

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.