iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Purchased by SVB Wealth LLC

SVB Wealth LLC lifted its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 391.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 298,260 shares of the company’s stock after purchasing an additional 237,538 shares during the quarter. iShares Russell Mid-Cap Value ETF comprises about 0.7% of SVB Wealth LLC’s holdings, making the stock its 16th biggest holding. SVB Wealth LLC owned approximately 0.28% of iShares Russell Mid-Cap Value ETF worth $38,577,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Private Trust Co. NA grew its position in iShares Russell Mid-Cap Value ETF by 6.3% in the fourth quarter. Private Trust Co. NA now owns 9,023 shares of the company’s stock worth $1,167,000 after acquiring an additional 535 shares during the period. Parkside Financial Bank & Trust grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 3.8% during the 4th quarter. Parkside Financial Bank & Trust now owns 3,695 shares of the company’s stock worth $478,000 after purchasing an additional 135 shares during the period. Anchor Capital Advisors LLC increased its position in shares of iShares Russell Mid-Cap Value ETF by 137.2% during the 4th quarter. Anchor Capital Advisors LLC now owns 498,392 shares of the company’s stock worth $64,462,000 after purchasing an additional 288,246 shares during the last quarter. Peloton Wealth Strategists raised its holdings in iShares Russell Mid-Cap Value ETF by 0.9% in the 4th quarter. Peloton Wealth Strategists now owns 13,592 shares of the company’s stock valued at $1,758,000 after buying an additional 123 shares during the period. Finally, QRG Capital Management Inc. lifted its position in iShares Russell Mid-Cap Value ETF by 6.1% in the fourth quarter. QRG Capital Management Inc. now owns 2,533 shares of the company’s stock valued at $328,000 after buying an additional 145 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS stock opened at $131.30 on Friday. iShares Russell Mid-Cap Value ETF has a 1-year low of $117.00 and a 1-year high of $140.95. The firm has a market cap of $13.58 billion, a PE ratio of 19.24 and a beta of 1.13. The company has a 50-day moving average of $131.85 and a two-hundred day moving average of $132.08.

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.