Compass Financial Group Inc. Has $19.15 Million Stock Position in iShares Russell 3000 ETF (NYSEARCA:IWV)

Compass Financial Group Inc. trimmed its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 1.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 57,284 shares of the company’s stock after selling 1,097 shares during the quarter. iShares Russell 3000 ETF comprises about 9.2% of Compass Financial Group Inc.’s holdings, making the stock its 2nd largest position. Compass Financial Group Inc. owned 0.13% of iShares Russell 3000 ETF worth $19,147,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the business. Bank of Jackson Hole Trust bought a new stake in shares of iShares Russell 3000 ETF during the 4th quarter valued at about $25,000. Truvestments Capital LLC purchased a new stake in iShares Russell 3000 ETF in the third quarter valued at approximately $33,000. Principal Securities Inc. lifted its position in iShares Russell 3000 ETF by 237.5% during the fourth quarter. Principal Securities Inc. now owns 108 shares of the company’s stock valued at $36,000 after purchasing an additional 76 shares during the last quarter. Blue Trust Inc. grew its stake in iShares Russell 3000 ETF by 384.0% in the 3rd quarter. Blue Trust Inc. now owns 121 shares of the company’s stock worth $37,000 after buying an additional 96 shares in the last quarter. Finally, Avior Wealth Management LLC increased its holdings in shares of iShares Russell 3000 ETF by 126.8% in the 4th quarter. Avior Wealth Management LLC now owns 127 shares of the company’s stock worth $43,000 after buying an additional 71 shares during the last quarter.

iShares Russell 3000 ETF Stock Performance

iShares Russell 3000 ETF stock opened at $332.90 on Friday. iShares Russell 3000 ETF has a fifty-two week low of $282.38 and a fifty-two week high of $350.23. The stock has a market cap of $15.21 billion, a P/E ratio of 26.45 and a beta of 1.04. The firm’s fifty day moving average price is $341.74 and its 200-day moving average price is $333.71.

About iShares Russell 3000 ETF

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).