Carret Asset Management LLC Sells 143 Shares of iShares Russell 1000 Value ETF $IWD

Carret Asset Management LLC decreased its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,794 shares of the exchange traded fund’s stock after selling 143 shares during the quarter. Carret Asset Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $3,650,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the company. American National Bank & Trust lifted its position in iShares Russell 1000 Value ETF by 8.1% in the second quarter. American National Bank & Trust now owns 4,768 shares of the exchange traded fund’s stock worth $926,000 after buying an additional 358 shares during the last quarter. Apollon Wealth Management LLC lifted its position in iShares Russell 1000 Value ETF by 0.8% in the second quarter. Apollon Wealth Management LLC now owns 13,685 shares of the exchange traded fund’s stock worth $2,658,000 after buying an additional 106 shares during the last quarter. Falcon Wealth Planning lifted its position in iShares Russell 1000 Value ETF by 6.5% in the second quarter. Falcon Wealth Planning now owns 1,166 shares of the exchange traded fund’s stock worth $226,000 after buying an additional 71 shares during the last quarter. Builder Investment Group Inc. ADV bought a new stake in iShares Russell 1000 Value ETF in the second quarter worth $205,000. Finally, ST Germain D J Co. Inc. lifted its position in iShares Russell 1000 Value ETF by 62.4% in the second quarter. ST Germain D J Co. Inc. now owns 2,851 shares of the exchange traded fund’s stock worth $554,000 after buying an additional 1,095 shares during the last quarter. Institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Down 0.7%

Shares of IWD opened at $204.73 on Thursday. The company has a market cap of $65.06 billion, a PE ratio of 18.83 and a beta of 0.89. The business has a fifty day moving average of $202.84 and a 200 day moving average of $194.82. iShares Russell 1000 Value ETF has a 52-week low of $163.19 and a 52-week high of $207.58.

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).