Compound Planning Inc. Boosts Stake in iShares Russell Mid-Cap Value ETF $IWS

Compound Planning Inc. raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 739.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,081 shares of the company’s stock after purchasing an additional 15,046 shares during the quarter. Compound Planning Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $2,489,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Conning Inc. raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 24.3% in the 1st quarter. Conning Inc. now owns 59,718 shares of the company’s stock valued at $8,703,000 after buying an additional 11,676 shares during the period. AE Wealth Management LLC boosted its holdings in iShares Russell Mid-Cap Value ETF by 2.9% during the 4th quarter. AE Wealth Management LLC now owns 377,481 shares of the company’s stock valued at $53,244,000 after acquiring an additional 10,529 shares during the period. Kelsey Financial LLC purchased a new position in iShares Russell Mid-Cap Value ETF during the 4th quarter valued at about $5,443,000. Secure Asset Management LLC acquired a new position in iShares Russell Mid-Cap Value ETF in the 4th quarter valued at about $1,817,000. Finally, Key Capital Management INC acquired a new position in iShares Russell Mid-Cap Value ETF in the 4th quarter valued at about $2,321,000. Hedge funds and other institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of NYSEARCA:IWS opened at $166.48 on Friday. The firm has a market capitalization of $15.59 billion, a PE ratio of 19.11 and a beta of 0.95. iShares Russell Mid-Cap Value ETF has a 1 year low of $131.46 and a 1 year high of $168.14. The firm’s 50-day moving average is $162.75 and its two-hundred day moving average is $154.77.

iShares Russell Mid-Cap Value ETF Company Profile

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.