iShares Russell 1000 Value ETF $IWD Holdings Trimmed by Wells Trecaso Financial Group LLC

Wells Trecaso Financial Group LLC trimmed its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 15.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,671 shares of the exchange traded fund’s stock after selling 300 shares during the period. Wells Trecaso Financial Group LLC’s holdings in iShares Russell 1000 Value ETF were worth $325,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Truvestments Capital LLC acquired a new position in shares of iShares Russell 1000 Value ETF in the first quarter worth $25,000. GKV Capital Management Co. Inc. acquired a new position in iShares Russell 1000 Value ETF in the 1st quarter worth about $27,000. Creative Capital Management Investments LLC acquired a new position in iShares Russell 1000 Value ETF in the 1st quarter worth about $38,000. Valley Wealth Managers Inc. raised its stake in shares of iShares Russell 1000 Value ETF by 78.0% during the 1st quarter. Valley Wealth Managers Inc. now owns 210 shares of the exchange traded fund’s stock worth $40,000 after purchasing an additional 92 shares in the last quarter. Finally, Milestone Investment Advisors LLC purchased a new stake in shares of iShares Russell 1000 Value ETF during the 1st quarter worth about $41,000. 84.93% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell 1000 Value ETF Price Performance

Shares of iShares Russell 1000 Value ETF stock opened at $204.96 on Friday. The firm has a market cap of $64.58 billion, a price-to-earnings ratio of 18.83 and a beta of 0.95. The stock has a 50-day simple moving average of $200.15 and a 200-day simple moving average of $191.85. iShares Russell 1000 Value ETF has a 52-week low of $163.19 and a 52-week high of $206.01.

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).