Chokshi & Queen Wealth Advisors Inc Grows Stock Position in iShares Russell 3000 ETF $IWV

Chokshi & Queen Wealth Advisors Inc lifted its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 1.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,918 shares of the company’s stock after purchasing an additional 161 shares during the quarter. iShares Russell 3000 ETF comprises about 1.8% of Chokshi & Queen Wealth Advisors Inc’s holdings, making the stock its 11th largest holding. Chokshi & Queen Wealth Advisors Inc’s holdings in iShares Russell 3000 ETF were worth $3,130,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently made changes to their positions in IWV. Goldman Sachs Group Inc. increased its holdings in shares of iShares Russell 3000 ETF by 46.1% in the first quarter. Goldman Sachs Group Inc. now owns 918,200 shares of the company’s stock valued at $291,657,000 after purchasing an additional 289,579 shares during the last quarter. SCS Capital Management LLC increased its holdings in shares of iShares Russell 3000 ETF by 9.0% in the first quarter. SCS Capital Management LLC now owns 1,902,762 shares of the company’s stock valued at $604,393,000 after purchasing an additional 157,444 shares during the last quarter. Concurrent Investment Advisors LLC increased its holdings in shares of iShares Russell 3000 ETF by 6,079.4% in the second quarter. Concurrent Investment Advisors LLC now owns 62,968 shares of the company’s stock valued at $22,102,000 after purchasing an additional 61,949 shares during the last quarter. Wealthspire Advisors LLC increased its holdings in shares of iShares Russell 3000 ETF by 99.4% in the first quarter. Wealthspire Advisors LLC now owns 95,534 shares of the company’s stock valued at $30,345,000 after purchasing an additional 47,626 shares during the last quarter. Finally, Bricktown Capital LLC increased its holdings in shares of iShares Russell 3000 ETF by 24.7% in the second quarter. Bricktown Capital LLC now owns 178,520 shares of the company’s stock valued at $62,661,000 after purchasing an additional 35,400 shares during the last quarter.

iShares Russell 3000 ETF Stock Performance

NYSEARCA:IWV opened at $381.82 on Wednesday. iShares Russell 3000 ETF has a one year low of $273.60 and a one year high of $383.30. The stock has a market cap of $17.22 billion, a PE ratio of 25.11 and a beta of 1.02. The stock has a 50 day moving average price of $373.35 and a 200 day moving average price of $348.69.

iShares Russell 3000 ETF Profile

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).