LifeWealth Investments LLC Grows Stake in iShares Russell Mid-Cap Value ETF $IWS

LifeWealth Investments LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 15.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 76,894 shares of the company’s stock after buying an additional 10,337 shares during the period. iShares Russell Mid-Cap Value ETF makes up about 3.3% of LifeWealth Investments LLC’s investment portfolio, making the stock its 6th largest holding. LifeWealth Investments LLC owned about 0.08% of iShares Russell Mid-Cap Value ETF worth $11,206,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IWS. Brighton Jones LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 1.0% in the fourth quarter. Brighton Jones LLC now owns 20,670 shares of the company’s stock worth $2,673,000 after purchasing an additional 201 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of iShares Russell Mid-Cap Value ETF by 2.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 6,439 shares of the company’s stock valued at $833,000 after purchasing an additional 124 shares in the last quarter. AQR Capital Management LLC raised its stake in shares of iShares Russell Mid-Cap Value ETF by 18.6% during the first quarter. AQR Capital Management LLC now owns 8,080 shares of the company’s stock valued at $1,018,000 after purchasing an additional 1,267 shares in the last quarter. Jane Street Group LLC acquired a new stake in iShares Russell Mid-Cap Value ETF in the first quarter worth about $5,269,000. Finally, Russell Investments Group Ltd. lifted its holdings in iShares Russell Mid-Cap Value ETF by 166.6% in the second quarter. Russell Investments Group Ltd. now owns 2,607 shares of the company’s stock worth $344,000 after purchasing an additional 1,629 shares during the period. 80.17% of the stock is owned by institutional investors.

iShares Russell Mid-Cap Value ETF Stock Up 1.7%

Shares of IWS opened at $166.03 on Friday. The firm has a 50-day moving average price of $158.91 and a 200 day moving average price of $151.43. The firm has a market capitalization of $15.82 billion, a PE ratio of 19.11 and a beta of 0.95. iShares Russell Mid-Cap Value ETF has a 52-week low of $130.42 and a 52-week high of $166.74.

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.