Summit Wealth Partners LLC Cuts Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Summit Wealth Partners LLC decreased its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 22.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,509 shares of the company’s stock after selling 1,020 shares during the quarter. Summit Wealth Partners LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $424,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of IWS. Envestnet Portfolio Solutions Inc. lifted its position in iShares Russell Mid-Cap Value ETF by 29.4% during the first quarter. Envestnet Portfolio Solutions Inc. now owns 4,046,878 shares of the company’s stock valued at $507,195,000 after purchasing an additional 919,370 shares during the last quarter. GLOBALT Investments LLC GA purchased a new position in iShares Russell Mid-Cap Value ETF during the fourth quarter worth $31,845,000. Cetera Investment Advisers increased its position in iShares Russell Mid-Cap Value ETF by 648.3% during the first quarter. Cetera Investment Advisers now owns 295,739 shares of the company’s stock valued at $37,065,000 after acquiring an additional 256,218 shares during the last quarter. Anchor Capital Advisors LLC raised its stake in shares of iShares Russell Mid-Cap Value ETF by 139.3% in the second quarter. Anchor Capital Advisors LLC now owns 341,598 shares of the company’s stock valued at $41,245,000 after acquiring an additional 198,869 shares during the period. Finally, US Bancorp DE lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 2.9% in 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 during the last quarter.

iShares Russell Mid-Cap Value ETF Trading Down 0.6 %

IWS stock opened at $131.45 on Wednesday. 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 market cap of $13.76 billion, a PE ratio of 17.15 and a beta of 0.97. The company has a 50-day moving average price of $127.53 and a 200 day moving average price of $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.