J.W. Cole Advisors Inc. Lowers Position in iShares Russell 3000 ETF (NYSEARCA:IWV)

J.W. Cole Advisors Inc. decreased its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 1.0% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,393 shares of the company’s stock after selling 45 shares during the period. J.W. Cole Advisors Inc.’s holdings in iShares Russell 3000 ETF were worth $1,356,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in IWV. Envestnet Asset Management Inc. grew its holdings in shares of iShares Russell 3000 ETF by 2.0% during the second quarter. Envestnet Asset Management Inc. now owns 160,720 shares of the company’s stock worth $49,610,000 after purchasing an additional 3,089 shares in the last quarter. Oppenheimer Asset Management Inc. grew its stake in iShares Russell 3000 ETF by 16.7% in the 2nd quarter. Oppenheimer Asset Management Inc. now owns 2,197 shares of the company’s stock worth $678,000 after buying an additional 314 shares in the last quarter. Wealthspire Advisors LLC increased its holdings in shares of iShares Russell 3000 ETF by 0.4% in the 2nd quarter. Wealthspire Advisors LLC now owns 47,240 shares of the company’s stock worth $14,582,000 after buying an additional 204 shares during the last quarter. LWM Advisory Services LLC grew its position in iShares Russell 3000 ETF by 4.6% in the second quarter. LWM Advisory Services LLC now owns 3,146 shares of the company’s stock worth $971,000 after acquiring an additional 138 shares in the last quarter. Finally, Federated Hermes Inc. raised its position in iShares Russell 3000 ETF by 142.1% during the second quarter. Federated Hermes Inc. now owns 138 shares of the company’s stock valued at $43,000 after purchasing an additional 81 shares in the last quarter.

iShares Russell 3000 ETF Price Performance

NYSEARCA:IWV opened at $319.81 on Monday. The company has a market capitalization of $14.65 billion, a price-to-earnings ratio of 24.59 and a beta of 1.03. The business has a 50 day moving average of $313.04 and a 200 day moving average of $303.69. iShares Russell 3000 ETF has a 1-year low of $233.54 and a 1-year high of $322.19.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).