Truepoint Inc. Trims Stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Truepoint Inc. trimmed its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 1.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,872 shares of the company’s stock after selling 151 shares during the quarter. Truepoint Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $1,173,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. SlateStone Wealth LLC purchased a new position in iShares Russell Mid-Cap Value ETF during the second quarter worth about $302,000. Strategic Financial Concepts LLC purchased a new position in shares of iShares Russell Mid-Cap Value ETF in the 2nd quarter worth about $135,000. Marcum Wealth LLC boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 7.7% in the 2nd quarter. Marcum Wealth LLC now owns 4,804 shares of the company’s stock worth $580,000 after purchasing an additional 345 shares in the last quarter. Kimelman & Baird LLC purchased a new position in shares of iShares Russell Mid-Cap Value ETF in the 2nd quarter worth about $34,000. Finally, NBC Securities Inc. boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 3.0% in the 3rd quarter. NBC Securities Inc. now owns 7,099 shares of the company’s stock worth $938,000 after purchasing an additional 205 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Trading Up 0.9 %

IWS opened at $138.63 on Friday. The stock has a 50-day moving average price of $132.83 and a 200-day moving average price of $127.07. iShares Russell Mid-Cap Value ETF has a 12-month low of $106.71 and a 12-month high of $138.89. The stock has a market capitalization of $14.51 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.