iShares Russell 3000 ETF (NYSEARCA:IWV) is Compass Financial Group Inc.’s 2nd Largest Position

Compass Financial Group Inc. trimmed its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 59,209 shares of the company’s stock after selling 65 shares during the quarter. iShares Russell 3000 ETF accounts for approximately 9.1% of Compass Financial Group Inc.’s investment portfolio, making the stock its 2nd biggest position. Compass Financial Group Inc.’s holdings in iShares Russell 3000 ETF were worth $16,208,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Atria Wealth Solutions Inc. boosted its position in shares of iShares Russell 3000 ETF by 47.6% during the 4th quarter. Atria Wealth Solutions Inc. now owns 7,852 shares of the company’s stock worth $2,150,000 after purchasing an additional 2,531 shares during the period. JMG Financial Group Ltd. increased its stake in iShares Russell 3000 ETF by 1.5% during the 4th quarter. JMG Financial Group Ltd. now owns 11,360 shares of the company’s stock valued at $3,110,000 after buying an additional 172 shares during the period. Harbor Advisors LLC acquired a new position in shares of iShares Russell 3000 ETF in the fourth quarter worth $547,000. Marks Group Wealth Management Inc acquired a new stake in shares of iShares Russell 3000 ETF in the fourth quarter valued at about $318,000. Finally, 1900 Wealth Management LLC acquired a new stake in shares of iShares Russell 3000 ETF during the fourth quarter worth approximately $599,000.

iShares Russell 3000 ETF Trading Up 0.0 %

Shares of iShares Russell 3000 ETF stock traded up $0.09 during trading on Wednesday, hitting $289.20. 110,385 shares of the stock were exchanged, compared to its average volume of 249,742. iShares Russell 3000 ETF has a 1-year low of $231.02 and a 1-year high of $300.72. The stock has a market capitalization of $13.16 billion, a price-to-earnings ratio of 24.50 and a beta of 1.03. The company has a fifty day moving average price of $292.74 and a 200-day moving average price of $273.90.

About iShares Russell 3000 ETF

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).