iShares Russell 1000 Value ETF $IWD is Marquette Asset Management LLC’s 3rd Largest Position

Marquette Asset Management LLC increased its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.6% in the fourth quarter, Holdings Channel reports. The firm owned 383,771 shares of the exchange traded fund’s stock after purchasing an additional 2,364 shares during the period. iShares Russell 1000 Value ETF comprises 11.9% of Marquette Asset Management LLC’s holdings, making the stock its 3rd largest position. Marquette Asset Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $80,722,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of the stock. Sax Wealth Advisors LLC increased its stake in iShares Russell 1000 Value ETF by 0.5% during the 4th quarter. Sax Wealth Advisors LLC now owns 9,571 shares of the exchange traded fund’s stock valued at $2,013,000 after purchasing an additional 49 shares in the last quarter. SilverOak Wealth Management LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 0.4% during the third quarter. SilverOak Wealth Management LLC now owns 11,234 shares of the exchange traded fund’s stock worth $2,287,000 after buying an additional 50 shares during the period. Capital Advantage Inc. grew its holdings in shares of iShares Russell 1000 Value ETF by 0.9% during the fourth quarter. Capital Advantage Inc. now owns 5,850 shares of the exchange traded fund’s stock valued at $1,231,000 after buying an additional 51 shares during the last quarter. JFG Wealth Management LLC grew its holdings in shares of iShares Russell 1000 Value ETF by 0.4% during the third quarter. JFG Wealth Management LLC now owns 12,218 shares of the exchange traded fund’s stock valued at $2,487,000 after buying an additional 53 shares during the last quarter. Finally, Tortoise Investment Management LLC increased its position in shares of iShares Russell 1000 Value ETF by 2.5% in the 3rd quarter. Tortoise Investment Management LLC now owns 2,251 shares of the exchange traded fund’s stock valued at $458,000 after acquiring an additional 54 shares during the period. Hedge funds and other institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Price Performance

Shares of IWD stock opened at $215.52 on Friday. The firm has a market capitalization of $67.15 billion, a price-to-earnings ratio of 18.83 and a beta of 0.89. The business has a fifty day moving average of $219.50 and a 200 day moving average of $211.90. iShares Russell 1000 Value ETF has a 1 year low of $163.19 and a 1 year high of $226.39.

iShares Russell 1000 Value ETF 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.