Inspirion Wealth Advisors LLC Decreases Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

Inspirion Wealth Advisors LLC lowered its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 10.7% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 53,989 shares of the company’s stock after selling 6,474 shares during the period. iShares Russell Mid-Cap Value ETF makes up approximately 0.9% of Inspirion Wealth Advisors LLC’s holdings, making the stock its 21st biggest position. Inspirion Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $7,615,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in IWS. Clean Yield Group bought a new stake in shares of iShares Russell Mid-Cap Value ETF in the third quarter worth approximately $25,000. Financial Consulate Inc. bought a new position in iShares Russell Mid-Cap Value ETF during the third quarter valued at approximately $29,000. Rossmore Private Capital bought a new position in iShares Russell Mid-Cap Value ETF during the third quarter valued at approximately $29,000. Triumph Capital Management purchased a new stake in iShares Russell Mid-Cap Value ETF in the third quarter worth approximately $29,000. Finally, Center for Financial Planning Inc. boosted its holdings in iShares Russell Mid-Cap Value ETF by 113.8% in the third quarter. Center for Financial Planning Inc. now owns 248 shares of the company’s stock worth $35,000 after purchasing an additional 132 shares during the last quarter. Hedge funds and other institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Trading Down 1.9%

NYSEARCA:IWS opened at $142.59 on Monday. The company has a market cap of $14.18 billion, a PE ratio of 19.11 and a beta of 1.02. The company has a 50 day simple moving average of $149.43 and a two-hundred day simple moving average of $143.34. iShares Russell Mid-Cap Value ETF has a 12 month low of $108.85 and a 12 month high of $154.79.

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.