Wescott Financial Advisory Group LLC Lowers Stock Position in iShares Russell Mid-Cap Value ETF $IWS

Wescott Financial Advisory Group LLC trimmed its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 1.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 210,228 shares of the company’s stock after selling 4,067 shares during the quarter. iShares Russell Mid-Cap Value ETF makes up about 2.6% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 11th biggest position. Wescott Financial Advisory Group LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $29,363,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Clean Yield Group acquired a new position in iShares Russell Mid-Cap Value ETF in the third quarter valued at $25,000. Clearstead Trust LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the second quarter worth about $25,000. Westside Investment Management Inc. grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 108.3% during the second quarter. Westside Investment Management Inc. now owns 200 shares of the company’s stock worth $27,000 after buying an additional 104 shares during the last quarter. Financial Consulate Inc. acquired a new position in iShares Russell Mid-Cap Value ETF in the 3rd quarter valued at about $29,000. Finally, Rossmore Private Capital acquired a new position in iShares Russell Mid-Cap Value ETF in the 3rd quarter valued at about $29,000. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Trading Up 2.4%

iShares Russell Mid-Cap Value ETF stock opened at $152.07 on Friday. iShares Russell Mid-Cap Value ETF has a twelve month low of $108.85 and a twelve month high of $152.23. The stock has a 50 day moving average of $144.91 and a two-hundred day moving average of $140.36. The stock has a market capitalization of $15.12 billion, a price-to-earnings ratio of 19.11 and a beta of 1.02.

iShares Russell Mid-Cap Value ETF Company Profile

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. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.