Sylvest Advisors LLC Buys 4,776 Shares of iShares Russell 1000 Value ETF $IWD

Sylvest Advisors LLC increased its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 4.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 122,226 shares of the exchange traded fund’s stock after buying an additional 4,776 shares during the period. iShares Russell 1000 Value ETF accounts for approximately 13.9% of Sylvest Advisors LLC’s investment portfolio, making the stock its biggest holding. Sylvest Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $26,116,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Falcon Wealth Planning boosted its holdings in 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 worth $257,000 after acquiring an additional 45 shares in the last quarter. Cardiff Park Advisors LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 0.6% in the 4th quarter. Cardiff Park Advisors LLC now owns 7,433 shares of the exchange traded fund’s stock worth $1,563,000 after purchasing an additional 46 shares in the last quarter. Sax Wealth Advisors LLC grew its position in iShares Russell 1000 Value ETF by 0.5% in 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 during the period. Cibc World Market Inc. increased its stake in iShares Russell 1000 Value ETF by 3.1% during the 4th quarter. Cibc World Market Inc. now owns 1,646 shares of the exchange traded fund’s stock valued at $346,000 after purchasing an additional 49 shares in the last quarter. Finally, Capital Advantage Inc. increased its stake in iShares Russell 1000 Value ETF by 0.9% during the 4th quarter. Capital Advantage Inc. now owns 5,850 shares of the exchange traded fund’s stock valued at $1,231,000 after purchasing an additional 51 shares in the last quarter. 84.93% of the stock is owned by institutional investors.

iShares Russell 1000 Value ETF Trading Down 0.7%

IWD opened at $242.76 on Friday. The company has a market cap of $77.97 billion, a price-to-earnings ratio of 18.83 and a beta of 0.84. The company’s fifty day moving average price is $235.43 and its two-hundred day moving average price is $223.77. iShares Russell 1000 Value ETF has a 1-year low of $191.64 and a 1-year high of $245.71.

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.