Valeo Financial Advisors LLC Sells 447 Shares of iShares Russell 1000 Value ETF $IWD

Valeo Financial Advisors LLC lessened its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 43,530 shares of the exchange traded fund’s stock after selling 447 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $8,455,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of IWD. JSF Financial LLC boosted its stake in shares of iShares Russell 1000 Value ETF by 24.1% in the 2nd quarter. JSF Financial LLC now owns 3,102 shares of the exchange traded fund’s stock valued at $602,000 after purchasing an additional 602 shares in the last quarter. Alta Wealth Advisors LLC lifted its stake in iShares Russell 1000 Value ETF by 0.5% in the 2nd quarter. Alta Wealth Advisors LLC now owns 25,157 shares of the exchange traded fund’s stock valued at $4,886,000 after purchasing an additional 116 shares during the last quarter. Gemmer Asset Management LLC acquired a new stake in iShares Russell 1000 Value ETF in the second quarter valued at approximately $273,000. Simplicity Wealth LLC grew its stake in shares of iShares Russell 1000 Value ETF by 70.1% during the second quarter. Simplicity Wealth LLC now owns 33,079 shares of the exchange traded fund’s stock worth $6,425,000 after buying an additional 13,627 shares during the last quarter. Finally, OLD National Bancorp IN grew its stake in shares of iShares Russell 1000 Value ETF by 10.7% during the second quarter. OLD National Bancorp IN now owns 26,337 shares of the exchange traded fund’s stock worth $5,115,000 after buying an additional 2,535 shares during the last quarter. Institutional investors and hedge funds own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Performance

Shares of IWD opened at $204.96 on Monday. iShares Russell 1000 Value ETF has a 52 week low of $163.19 and a 52 week high of $206.01. The stock has a market capitalization of $64.73 billion, a price-to-earnings ratio of 18.83 and a beta of 0.95. The stock has a fifty day moving average of $200.15 and a 200-day moving average of $191.90.

iShares Russell 1000 Value ETF 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).