Mycio Wealth Partners LLC Makes New Investment in iShares Russell Mid-Cap Value ETF $IWS

Mycio Wealth Partners LLC bought a new position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 6,146 shares of the company’s stock, valued at approximately $988,000. iShares Russell Mid-Cap Value ETF comprises about 0.2% of Mycio Wealth Partners LLC’s investment portfolio, making the stock its 29th largest holding.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Legacy Wealth Partners LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 2.4% in the third quarter. Legacy Wealth Partners LLC now owns 2,838 shares of the company’s stock valued at $456,000 after acquiring an additional 67 shares during the last quarter. Howard Capital Management LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 3.6% during the 3rd quarter. Howard Capital Management LLC now owns 2,100 shares of the company’s stock worth $338,000 after purchasing an additional 73 shares during the last quarter. GAMMA Investing LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 7.5% during the 2nd quarter. GAMMA Investing LLC now owns 1,077 shares of the company’s stock worth $177,000 after purchasing an additional 75 shares during the last quarter. Asset One Wealth Management LLC raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 2.7% during the 3rd quarter. Asset One Wealth Management LLC now owns 3,042 shares of the company’s stock valued at $489,000 after purchasing an additional 80 shares in the last quarter. Finally, Navigation Wealth Management Inc. raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 2.8% during the 3rd quarter. Navigation Wealth Management Inc. now owns 3,150 shares of the company’s stock valued at $520,000 after purchasing an additional 85 shares in the last quarter. 80.17% of the stock is owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap Value ETF Stock Performance

IWS stock opened at $168.53 on Monday. iShares Russell Mid-Cap Value ETF has a 1 year low of $133.74 and a 1 year high of $174.42. The company has a fifty day simple moving average of $166.55 and a 200 day simple moving average of $160.04. The firm has a market cap of $14.75 billion, a PE ratio of 18.85 and a beta of 0.95.

iShares Russell Mid-Cap Value ETF 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.