David Kennon Inc increased its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 3.8% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 6,882 shares of the exchange traded fund’s stock after purchasing an additional 250 shares during the period. iShares Russell 1000 Value ETF accounts for 0.5% of David Kennon Inc’s investment portfolio, making the stock its 26th largest position. David Kennon Inc’s holdings in iShares Russell 1000 Value ETF were worth $1,274,000 as of its most recent filing with the SEC.
Other large investors have also added to or reduced their stakes in the company. Eagle Bay Advisors LLC bought a new position in shares of iShares Russell 1000 Value ETF in the third quarter valued at approximately $32,000. Carmichael Hill & Associates Inc. lifted its stake in iShares Russell 1000 Value ETF by 536.1% in the 3rd quarter. Carmichael Hill & Associates Inc. now owns 229 shares of the exchange traded fund’s stock worth $43,000 after purchasing an additional 193 shares in the last quarter. Northwest Investment Counselors LLC bought a new position in iShares Russell 1000 Value ETF in the 3rd quarter valued at $44,000. Howe & Rusling Inc. grew its position in shares of iShares Russell 1000 Value ETF by 144.1% during the 3rd quarter. Howe & Rusling Inc. now owns 249 shares of the exchange traded fund’s stock valued at $47,000 after purchasing an additional 147 shares in the last quarter. Finally, Compagnie Lombard Odier SCmA bought a new position in shares of iShares Russell 1000 Value ETF in the third quarter worth $51,000.
iShares Russell 1000 Value ETF Stock Performance
Shares of IWD stock opened at $193.24 on Wednesday. iShares Russell 1000 Value ETF has a 52-week low of $164.34 and a 52-week high of $200.42. The business’s fifty day moving average is $191.09 and its 200 day moving average is $188.04. The company has a market capitalization of $60.53 billion, a PE ratio of 17.81 and a beta of 0.77.
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).
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