Annex Advisory Services LLC Decreases Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Annex Advisory Services LLC reduced its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 7.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,463 shares of the company’s stock after selling 184 shares during the period. Annex Advisory Services LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $297,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Biltmore Family Office LLC raised its stake in iShares Russell Mid-Cap Value ETF by 27.7% during the 1st quarter. Biltmore Family Office LLC now owns 396 shares of the company’s stock worth $50,000 after acquiring an additional 86 shares in the last quarter. Freestone Capital Holdings LLC increased its stake in iShares Russell Mid-Cap Value ETF by 1.5% in the first quarter. Freestone Capital Holdings LLC now owns 6,045 shares of the company’s stock valued at $758,000 after purchasing an additional 91 shares during the period. O Shaughnessy Asset Management LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 16.4% during the first quarter. O Shaughnessy Asset Management LLC now owns 718 shares of the company’s stock worth $90,000 after acquiring an additional 101 shares during the period. Sage Mountain Advisors LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 30.4% during the first quarter. Sage Mountain Advisors LLC now owns 438 shares of the company’s stock worth $55,000 after acquiring an additional 102 shares during the period. Finally, Facet Wealth Inc. increased its stake in shares of iShares Russell Mid-Cap Value ETF by 4.2% during the fourth quarter. Facet Wealth Inc. now owns 2,545 shares of the company’s stock worth $292,000 after acquiring an additional 103 shares during the period.

iShares Russell Mid-Cap Value ETF Trading Up 0.2 %

Shares of iShares Russell Mid-Cap Value ETF stock traded up $0.20 on Friday, reaching $123.56. 253,868 shares of the stock were exchanged, compared to its average volume of 455,850. iShares Russell Mid-Cap Value ETF has a 1-year low of $97.40 and a 1-year high of $129.35. The business has a fifty day moving average price of $122.56 and a two-hundred day moving average price of $121.10. The firm has a market capitalization of $12.94 billion, a PE ratio of 17.15 and a beta of 0.97.

iShares Russell Mid-Cap Value ETF 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.