iShares Russell 3000 ETF $IWV Shares Sold by Evensky & Katz LLC

Evensky & Katz LLC trimmed its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 5.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 327,253 shares of the company’s stock after selling 19,098 shares during the quarter. iShares Russell 3000 ETF comprises 7.4% of Evensky & Katz LLC’s portfolio, making the stock its 4th largest holding. Evensky & Katz LLC’s holdings in iShares Russell 3000 ETF were worth $141,262,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE raised its stake in iShares Russell 3000 ETF by 11.4% during the 1st quarter. Bank of America Corp DE now owns 923,534 shares of the company’s stock valued at $342,336,000 after acquiring an additional 94,283 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in iShares Russell 3000 ETF by 8.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 170,528 shares of the company’s stock worth $63,211,000 after acquiring an additional 13,647 shares during the period. Stephens Inc. AR boosted its position in iShares Russell 3000 ETF by 4.5% during the 1st quarter. Stephens Inc. AR now owns 164,161 shares of the company’s stock worth $60,851,000 after acquiring an additional 7,105 shares during the period. Calamos Advisors LLC acquired a new position in iShares Russell 3000 ETF during the 1st quarter worth $57,055,000. Finally, Fifth Third Bancorp grew its stake in shares of iShares Russell 3000 ETF by 118.6% in the first quarter. Fifth Third Bancorp now owns 146,638 shares of the company’s stock worth $54,356,000 after purchasing an additional 79,570 shares in the last quarter.

iShares Russell 3000 ETF Stock Performance

NYSEARCA:IWV opened at $436.16 on Wednesday. iShares Russell 3000 ETF has a 1 year low of $358.55 and a 1 year high of $443.90. The stock has a market cap of $20.52 billion, a price-to-earnings ratio of 25.11 and a beta of 1.01. The business has a fifty day moving average of $435.43 and a 200-day moving average of $413.53.

iShares Russell 3000 ETF Company Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.