Gateway Wealth Partners LLC Purchases 3,414 Shares of iShares Russell Mid-Cap Value ETF $IWS

Gateway Wealth Partners LLC lifted its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 111.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,470 shares of the company’s stock after purchasing an additional 3,414 shares during the quarter. Gateway Wealth Partners LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $943,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the business. Wealth Watch Advisors INC raised its stake in iShares Russell Mid-Cap Value ETF by 196.9% during the first quarter. Wealth Watch Advisors INC now owns 1,547 shares of the company’s stock valued at $225,000 after purchasing an additional 1,026 shares in the last quarter. Bradley Foster & Sargent Inc. CT lifted its position in iShares Russell Mid-Cap Value ETF by 6.6% during the first quarter. Bradley Foster & Sargent Inc. CT now owns 9,891 shares of the company’s stock valued at $1,442,000 after purchasing an additional 615 shares during the last quarter. Matrix Private Capital Group LLC purchased a new position in shares of iShares Russell Mid-Cap Value ETF in the 1st quarter worth $138,000. Waverly Advisors LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 0.4% in the 1st quarter. Waverly Advisors LLC now owns 108,057 shares of the company’s stock worth $15,748,000 after buying an additional 460 shares in the last quarter. Finally, Vivaldi Capital Management LP purchased a new position in shares of iShares Russell Mid-Cap Value ETF in the 1st quarter worth $205,000. Institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Stock Down 0.9%

iShares Russell Mid-Cap Value ETF stock opened at $167.97 on Thursday. The company’s 50-day moving average price is $163.51 and its 200-day moving average price is $155.32. The company has a market cap of $15.65 billion, a PE ratio of 19.11 and a beta of 0.95. iShares Russell Mid-Cap Value ETF has a twelve month low of $131.46 and a twelve month high of $169.71.

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.