Ullmann Wealth Partners Group LLC Decreases Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Ullmann Wealth Partners Group LLC trimmed its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 31,137 shares of the exchange traded fund’s stock after selling 781 shares during the period. iShares Russell 1000 Value ETF comprises about 0.7% of Ullmann Wealth Partners Group LLC’s portfolio, making the stock its 24th biggest position. Ullmann Wealth Partners Group LLC’s holdings in iShares Russell 1000 Value ETF were worth $5,764,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Ritholtz Wealth Management increased its position in shares of iShares Russell 1000 Value ETF by 3.6% in the 4th quarter. Ritholtz Wealth Management now owns 6,204 shares of the exchange traded fund’s stock valued at $1,148,000 after purchasing an additional 216 shares during the last quarter. Towerpoint Wealth LLC grew its stake in shares of iShares Russell 1000 Value ETF by 0.9% during the fourth quarter. Towerpoint Wealth LLC now owns 30,064 shares of the exchange traded fund’s stock worth $5,566,000 after purchasing an additional 255 shares in the last quarter. Beech Hill Advisors Inc. grew its stake in shares of iShares Russell 1000 Value ETF by 5.1% during the fourth quarter. Beech Hill Advisors Inc. now owns 1,549 shares of the exchange traded fund’s stock worth $287,000 after purchasing an additional 75 shares in the last quarter. Lakewood Asset Management LLC increased its holdings in iShares Russell 1000 Value ETF by 3.3% in the fourth quarter. Lakewood Asset Management LLC now owns 4,779 shares of the exchange traded fund’s stock valued at $885,000 after buying an additional 154 shares during the last quarter. Finally, Steph & Co. raised its stake in iShares Russell 1000 Value ETF by 6.3% in the fourth quarter. Steph & Co. now owns 9,573 shares of the exchange traded fund’s stock valued at $1,772,000 after buying an additional 564 shares in the last quarter.

iShares Russell 1000 Value ETF Price Performance

Shares of NYSEARCA IWD opened at $190.13 on Friday. The business has a 50-day moving average of $191.40 and a two-hundred day moving average of $186.92. The company has a market capitalization of $59.56 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77. iShares Russell 1000 Value ETF has a 1 year low of $160.98 and a 1 year high of $200.42.

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).