iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Sold by WCG Wealth Advisors LLC

WCG Wealth Advisors LLC trimmed its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.1% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,475 shares of the exchange traded fund’s stock after selling 290 shares during the quarter. WCG Wealth Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,351,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. 9258 Wealth Management LLC acquired a new position in iShares Russell 1000 Value ETF during the fourth quarter valued at approximately $229,000. Clearbridge Investments LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 1,792.5% during the 4th quarter. Clearbridge Investments LLC now owns 57,305 shares of the exchange traded fund’s stock valued at $9,470,000 after buying an additional 54,277 shares during the period. Franklin Resources Inc. lifted its holdings in iShares Russell 1000 Value ETF by 23.5% in the 4th quarter. Franklin Resources Inc. now owns 35,045 shares of the exchange traded fund’s stock worth $5,791,000 after buying an additional 6,673 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in iShares Russell 1000 Value ETF by 15.7% in the 4th quarter. EverSource Wealth Advisors LLC now owns 9,162 shares of the exchange traded fund’s stock valued at $1,514,000 after buying an additional 1,244 shares during the last quarter. Finally, InterOcean Capital Group LLC grew its stake in shares of iShares Russell 1000 Value ETF by 11.0% during the fourth quarter. InterOcean Capital Group LLC now owns 6,706 shares of the exchange traded fund’s stock valued at $1,108,000 after acquiring an additional 667 shares in the last quarter.

iShares Russell 1000 Value ETF Stock Performance

NYSEARCA:IWD opened at $187.30 on Thursday. The stock has a market cap of $58.67 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77. iShares Russell 1000 Value ETF has a one year low of $143.34 and a one year high of $189.56. The business’s 50-day simple moving average is $182.34 and its 200 day simple moving average is $177.50.

iShares Russell 1000 Value ETF Company Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index).