Ironwood Investment Counsel LLC Raises Stock Holdings in iShares Russell 1000 Value ETF $IWD

Ironwood Investment Counsel LLC increased its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 92.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 35,660 shares of the exchange traded fund’s stock after purchasing an additional 17,118 shares during the period. iShares Russell 1000 Value ETF accounts for 1.0% of Ironwood Investment Counsel LLC’s portfolio, making the stock its 25th biggest position. Ironwood Investment Counsel LLC’s holdings in iShares Russell 1000 Value ETF were worth $7,501,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Sax Wealth Advisors LLC grew its stake in iShares Russell 1000 Value ETF by 0.5% in the fourth quarter. Sax Wealth Advisors LLC now owns 9,571 shares of the exchange traded fund’s stock worth $2,013,000 after purchasing an additional 49 shares during the period. Capital Advantage Inc. grew its stake in iShares Russell 1000 Value ETF by 0.9% in the fourth quarter. Capital Advantage Inc. now owns 5,850 shares of the exchange traded fund’s stock worth $1,231,000 after purchasing an additional 51 shares during the period. JFG Wealth Management LLC grew its stake in iShares Russell 1000 Value ETF by 0.4% in the third quarter. JFG Wealth Management LLC now owns 12,218 shares of the exchange traded fund’s stock worth $2,487,000 after purchasing an additional 53 shares during the period. Tortoise Investment Management LLC grew its stake in iShares Russell 1000 Value ETF by 2.5% in the third quarter. Tortoise Investment Management LLC now owns 2,251 shares of the exchange traded fund’s stock worth $458,000 after purchasing an additional 54 shares during the period. Finally, ESL Trust Services LLC grew its stake in iShares Russell 1000 Value ETF by 11.9% in the third quarter. ESL Trust Services LLC now owns 536 shares of the exchange traded fund’s stock worth $109,000 after purchasing an additional 57 shares during the period. 84.93% of the stock is owned by hedge funds and other institutional investors.

iShares Russell 1000 Value ETF Stock Performance

NYSEARCA IWD opened at $232.18 on Monday. iShares Russell 1000 Value ETF has a 12 month low of $184.69 and a 12 month high of $236.01. The stock has a market cap of $74.58 billion, a P/E ratio of 18.83 and a beta of 0.84. The stock’s fifty day moving average price is $222.09 and its 200-day moving average price is $216.88.

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.