Heritage Wealth Advisors Purchases 16,570 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Heritage Wealth Advisors raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSFree Report) by 3.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 514,623 shares of the company’s stock after buying an additional 16,570 shares during the quarter. iShares Russell Mid-Cap Value ETF comprises about 3.3% of Heritage Wealth Advisors’ portfolio, making the stock its 6th largest holding. Heritage Wealth Advisors’ holdings in iShares Russell Mid-Cap Value ETF were worth $66,561,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in IWS. Strategic Financial Concepts LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF in the 4th quarter valued at approximately $153,000. JPMorgan Chase & Co. boosted its position in iShares Russell Mid-Cap Value ETF by 0.5% in the third quarter. JPMorgan Chase & Co. now owns 711,365 shares of the company’s stock valued at $94,078,000 after buying an additional 3,307 shares in the last quarter. Barclays PLC acquired a new stake in iShares Russell Mid-Cap Value ETF in the third quarter valued at approximately $635,000. Arkadios Wealth Advisors increased its holdings in shares of iShares Russell Mid-Cap Value ETF by 3.9% during the fourth quarter. Arkadios Wealth Advisors now owns 6,312 shares of the company’s stock worth $816,000 after buying an additional 236 shares in the last quarter. Finally, Robertson Stephens Wealth Management LLC lifted its stake in shares of iShares Russell Mid-Cap Value ETF by 16.8% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 4,487 shares of the company’s stock valued at $580,000 after acquiring an additional 644 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Stock Down 0.3 %

NYSEARCA IWS opened at $127.80 on Wednesday. The company has a market cap of $13.51 billion, a price-to-earnings ratio of 18.92 and a beta of 1.13. iShares Russell Mid-Cap Value ETF has a twelve month low of $117.00 and a twelve month high of $140.95. The business’s fifty day moving average is $130.75 and its 200 day moving average is $132.05.

About iShares Russell Mid-Cap Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

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