Tobias Financial Advisors Inc. Acquires 4,957 Shares of iShares Russell 1000 Value ETF $IWD

Tobias Financial Advisors Inc. lifted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 40.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,140 shares of the exchange traded fund’s stock after buying an additional 4,957 shares during the quarter. Tobias Financial Advisors Inc.’s holdings in iShares Russell 1000 Value ETF were worth $3,329,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Crestwood Advisors Group LLC raised its position in shares of iShares Russell 1000 Value ETF by 1.7% during the 2nd quarter. Crestwood Advisors Group LLC now owns 3,159 shares of the exchange traded fund’s stock valued at $614,000 after acquiring an additional 52 shares during the last quarter. Rathbones Group PLC boosted its holdings in iShares Russell 1000 Value ETF by 3.0% during the second quarter. Rathbones Group PLC now owns 1,799 shares of the exchange traded fund’s stock worth $349,000 after buying an additional 52 shares during the last quarter. Golden Road Advisors LLC grew its position in shares of iShares Russell 1000 Value ETF by 1.3% during the 2nd quarter. Golden Road Advisors LLC now owns 4,137 shares of the exchange traded fund’s stock worth $804,000 after buying an additional 54 shares during the period. Penobscot Investment Management Company Inc. increased its stake in shares of iShares Russell 1000 Value ETF by 4.6% in the 2nd quarter. Penobscot Investment Management Company Inc. now owns 1,250 shares of the exchange traded fund’s stock valued at $243,000 after acquiring an additional 55 shares during the last quarter. Finally, Warner Financial Inc. raised its position in shares of iShares Russell 1000 Value ETF by 1.6% in the 2nd quarter. Warner Financial Inc. now owns 3,578 shares of the exchange traded fund’s stock valued at $695,000 after acquiring an additional 58 shares during the period. 84.93% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 1000 Value ETF Price Performance

iShares Russell 1000 Value ETF stock opened at $209.98 on Friday. The firm has a market capitalization of $66.79 billion, a price-to-earnings ratio of 18.83 and a beta of 0.89. The company’s 50 day simple moving average is $204.27 and its 200 day simple moving average is $198.47. iShares Russell 1000 Value ETF has a fifty-two week low of $163.19 and a fifty-two week high of $210.18.

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).