iShares Russell Mid-Cap Value ETF $IWS Shares Acquired by Kingdom Financial Group LLC.

Kingdom Financial Group LLC. lifted its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 147.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,096 shares of the company’s stock after purchasing an additional 56,699 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for 4.1% of Kingdom Financial Group LLC.’s portfolio, making the stock its 7th largest position. Kingdom Financial Group LLC.’s holdings in iShares Russell Mid-Cap Value ETF were worth $13,413,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. Global Retirement Partners LLC raised its stake in shares of iShares Russell Mid-Cap Value ETF by 70.8% in the fourth quarter. Global Retirement Partners LLC now owns 32,597 shares of the company’s stock valued at $4,598,000 after purchasing an additional 13,507 shares in the last quarter. IFP Advisors Inc raised its stake in shares of iShares Russell Mid-Cap Value ETF by 49.3% in the fourth quarter. IFP Advisors Inc now owns 21,870 shares of the company’s stock valued at $3,085,000 after purchasing an additional 7,219 shares in the last quarter. Cullen Frost Bankers Inc. raised its stake in shares of iShares Russell Mid-Cap Value ETF by 207.1% in the fourth quarter. Cullen Frost Bankers Inc. now owns 19,235 shares of the company’s stock valued at $2,713,000 after purchasing an additional 12,971 shares in the last quarter. Csenge Advisory Group raised its stake in iShares Russell Mid-Cap Value ETF by 1.1% during the fourth quarter. Csenge Advisory Group now owns 12,015 shares of the company’s stock worth $1,695,000 after acquiring an additional 131 shares in the last quarter. Finally, HighTower Advisors LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.3% during the fourth quarter. HighTower Advisors LLC now owns 218,545 shares of the company’s stock valued at $30,826,000 after acquiring an additional 2,843 shares during the period. 80.17% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Stock Performance

Shares of NYSEARCA IWS opened at $157.54 on Friday. The stock has a market cap of $15.01 billion, a PE ratio of 19.11 and a beta of 0.96. The business has a fifty day moving average of $151.66 and a two-hundred day moving average of $147.42. iShares Russell Mid-Cap Value ETF has a 52-week low of $125.56 and a 52-week high of $159.71.

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. 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.