Creative Planning Trims Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Creative Planning decreased its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 0.4% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 96,200 shares of the company’s stock after selling 338 shares during the period. Creative Planning owned 0.09% of iShares Russell Mid-Cap Value ETF worth $11,615,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in IWS. Biltmore Family Office LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 27.7% in the first quarter. Biltmore Family Office LLC now owns 396 shares of the company’s stock worth $50,000 after buying an additional 86 shares in the last quarter. Cooper Financial Group lifted its stake in iShares Russell Mid-Cap Value ETF by 2.2% in the 2nd quarter. Cooper Financial Group now owns 4,083 shares of the company’s stock worth $493,000 after purchasing an additional 88 shares in the last quarter. International Assets Investment Management LLC boosted its holdings in iShares Russell Mid-Cap Value ETF by 1.2% in the 2nd quarter. International Assets Investment Management LLC now owns 7,677 shares of the company’s stock valued at $927,000 after purchasing an additional 88 shares during the period. Connecticut Wealth Management LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 0.3% during the 2nd quarter. Connecticut Wealth Management LLC now owns 27,719 shares of the company’s stock valued at $3,347,000 after purchasing an additional 90 shares in the last quarter. Finally, Freestone Capital Holdings LLC increased its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.5% in the first quarter. Freestone Capital Holdings LLC now owns 6,045 shares of the company’s stock worth $758,000 after purchasing an additional 91 shares during the period.

iShares Russell Mid-Cap Value ETF Stock Performance

Shares of IWS stock opened at $131.45 on Wednesday. The company has a market capitalization of $13.76 billion, a PE ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a 52-week low of $97.40 and a 52-week high of $132.79. The business’s fifty day moving average is $127.53 and its 200 day moving average is $123.89.

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.