Waldron Private Wealth LLC Trims Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Waldron Private Wealth LLC trimmed its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 850,844 shares of the exchange traded fund’s stock after selling 5,704 shares during the quarter. iShares Russell 1000 Value ETF accounts for about 6.3% of Waldron Private Wealth LLC’s holdings, making the stock its 5th biggest holding. Waldron Private Wealth LLC owned approximately 0.27% of iShares Russell 1000 Value ETF worth $157,516,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Concourse Financial Group Securities Inc. raised its position in iShares Russell 1000 Value ETF by 3.0% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 1,834 shares of the exchange traded fund’s stock worth $348,000 after purchasing an additional 53 shares during the period. Greenwood Gearhart Inc. grew its stake in shares of iShares Russell 1000 Value ETF by 1.7% during the third quarter. Greenwood Gearhart Inc. now owns 3,212 shares of the exchange traded fund’s stock valued at $610,000 after buying an additional 54 shares during the last quarter. Sigma Investment Counselors Inc. raised its holdings in shares of iShares Russell 1000 Value ETF by 0.9% in the third quarter. Sigma Investment Counselors Inc. now owns 6,005 shares of the exchange traded fund’s stock worth $1,140,000 after buying an additional 55 shares during the period. Signature Wealth Management Partners LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 4.7% in the fourth quarter. Signature Wealth Management Partners LLC now owns 1,223 shares of the exchange traded fund’s stock worth $226,000 after buying an additional 55 shares during the period. Finally, Farmers & Merchants Investments Inc. lifted its stake in shares of iShares Russell 1000 Value ETF by 0.8% during the 3rd quarter. Farmers & Merchants Investments Inc. now owns 7,046 shares of the exchange traded fund’s stock worth $1,337,000 after acquiring an additional 57 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Down 0.7 %

Shares of iShares Russell 1000 Value ETF stock opened at $193.54 on Friday. The stock’s fifty day moving average is $191.05 and its two-hundred day moving average is $188.22. iShares Russell 1000 Value ETF has a 52 week low of $164.34 and a 52 week high of $200.42. The company has a market capitalization of $60.63 billion, a PE ratio of 17.81 and a beta of 0.77.

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).