EPG Wealth Management LLC Sells 3,783 Shares of iShares Russell 1000 Value ETF $IWD

EPG Wealth Management LLC reduced its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 20.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 15,059 shares of the exchange traded fund’s stock after selling 3,783 shares during the quarter. iShares Russell 1000 Value ETF comprises 0.9% of EPG Wealth Management LLC’s holdings, making the stock its 26th largest holding. EPG Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,925,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in IWD. American National Bank & Trust increased its holdings in shares of iShares Russell 1000 Value ETF by 8.1% during the second quarter. American National Bank & Trust now owns 4,768 shares of the exchange traded fund’s stock valued at $926,000 after acquiring an additional 358 shares in the last quarter. Apollon Wealth Management LLC boosted its position in shares of iShares Russell 1000 Value ETF by 0.8% during the second quarter. Apollon Wealth Management LLC now owns 13,685 shares of the exchange traded fund’s stock valued at $2,658,000 after buying an additional 106 shares during the last quarter. Falcon Wealth Planning boosted its position in shares of iShares Russell 1000 Value ETF by 6.5% during the second quarter. Falcon Wealth Planning now owns 1,166 shares of the exchange traded fund’s stock valued at $226,000 after buying an additional 71 shares during the last quarter. Builder Investment Group Inc. ADV purchased a new position in shares of iShares Russell 1000 Value ETF during the second quarter valued at approximately $205,000. Finally, ST Germain D J Co. Inc. boosted its position in shares of iShares Russell 1000 Value ETF by 62.4% during the second quarter. ST Germain D J Co. Inc. now owns 2,851 shares of the exchange traded fund’s stock valued at $554,000 after buying an additional 1,095 shares during the last quarter. 84.93% of the stock is currently owned by institutional investors.

iShares Russell 1000 Value ETF Stock Up 0.4%

Shares of NYSEARCA:IWD opened at $204.57 on Monday. The stock has a market cap of $64.97 billion, a price-to-earnings ratio of 18.83 and a beta of 0.89. iShares Russell 1000 Value ETF has a 12-month low of $163.19 and a 12-month high of $207.58. The business’s 50 day moving average is $203.00 and its 200 day moving average is $195.32.

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).