Trajan Wealth LLC Has $22.48 Million Holdings in iShares Russell 3000 ETF $IWV

Trajan Wealth LLC cut its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 3.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 58,111 shares of the company’s stock after selling 1,776 shares during the period. iShares Russell 3000 ETF makes up 0.9% of Trajan Wealth LLC’s holdings, making the stock its 25th largest position. Trajan Wealth LLC owned approximately 0.12% of iShares Russell 3000 ETF worth $22,480,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. McLean Asset Management Corp boosted its stake in iShares Russell 3000 ETF by 1.8% in the 4th quarter. McLean Asset Management Corp now owns 1,752 shares of the company’s stock worth $689,000 after purchasing an additional 31 shares during the period. Ashton Thomas Private Wealth LLC grew its holdings in shares of iShares Russell 3000 ETF by 1.9% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 1,715 shares of the company’s stock valued at $650,000 after acquiring an additional 32 shares in the last quarter. Harvest Investment Services LLC grew its holdings in shares of iShares Russell 3000 ETF by 0.6% in the 3rd quarter. Harvest Investment Services LLC now owns 5,063 shares of the company’s stock valued at $1,919,000 after acquiring an additional 32 shares in the last quarter. Synovus Financial Corp grew its holdings in shares of iShares Russell 3000 ETF by 0.7% in the 3rd quarter. Synovus Financial Corp now owns 4,904 shares of the company’s stock valued at $1,859,000 after acquiring an additional 34 shares in the last quarter. Finally, Sanctuary Advisors LLC grew its holdings in shares of iShares Russell 3000 ETF by 0.9% in the 4th quarter. Sanctuary Advisors LLC now owns 4,617 shares of the company’s stock valued at $1,786,000 after acquiring an additional 42 shares in the last quarter.

iShares Russell 3000 ETF Price Performance

Shares of NYSEARCA IWV opened at $419.59 on Thursday. The stock has a market capitalization of $19.43 billion, a price-to-earnings ratio of 25.11 and a beta of 1.01. The business has a 50-day moving average of $393.12 and a 200-day moving average of $390.06. iShares Russell 3000 ETF has a fifty-two week low of $327.25 and a fifty-two week high of $424.23.

iShares Russell 3000 ETF Company Profile

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). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.