iShares Russell 1000 Value ETF $IWD Shares Sold by NewEdge Advisors LLC

NewEdge Advisors LLC trimmed its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 122,070 shares of the exchange traded fund’s stock after selling 4,287 shares during the quarter. NewEdge Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $26,083,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Simplicity Wealth LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 0.3% during the first quarter. Simplicity Wealth LLC now owns 16,034 shares of the exchange traded fund’s stock worth $3,426,000 after buying an additional 44 shares in the last quarter. Falcon Wealth Planning grew its stake in shares of iShares Russell 1000 Value ETF by 3.9% in the first quarter. Falcon Wealth Planning now owns 1,204 shares of the exchange traded fund’s stock valued at $257,000 after acquiring an additional 45 shares in the last quarter. Cardiff Park Advisors LLC increased its position in iShares Russell 1000 Value ETF by 0.6% during the fourth quarter. Cardiff Park Advisors LLC now owns 7,433 shares of the exchange traded fund’s stock worth $1,563,000 after acquiring an additional 46 shares during the period. Members Wealth LLC increased its position in iShares Russell 1000 Value ETF by 3.6% during the first quarter. Members Wealth LLC now owns 1,330 shares of the exchange traded fund’s stock worth $301,000 after acquiring an additional 46 shares during the period. Finally, Cibc World Market Inc. raised its stake in iShares Russell 1000 Value ETF by 3.1% in the 4th quarter. Cibc World Market Inc. now owns 1,646 shares of the exchange traded fund’s stock worth $346,000 after purchasing an additional 49 shares in the last quarter. 84.93% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell 1000 Value ETF Stock Up 0.6%

NYSEARCA IWD opened at $257.56 on Friday. The company has a market capitalization of $83.68 billion, a P/E ratio of 18.83 and a beta of 0.83. iShares Russell 1000 Value ETF has a 12-month low of $194.80 and a 12-month high of $257.83. The firm has a 50-day moving average price of $245.52 and a two-hundred day moving average price of $231.29.

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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.