Trajan Wealth LLC Sells 2,713 Shares of iShares Russell 3000 ETF $IWV

Trajan Wealth LLC lessened its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 4.3% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 59,887 shares of the company’s stock after selling 2,713 shares during the quarter. iShares Russell 3000 ETF accounts for 1.0% of Trajan Wealth LLC’s portfolio, making the stock its 25th biggest holding. Trajan Wealth LLC owned 0.13% of iShares Russell 3000 ETF worth $22,694,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of IWV. Cloud Capital Management LLC bought a new stake in shares of iShares Russell 3000 ETF during the 3rd quarter valued at about $28,000. Caldwell Trust Co purchased a new position in shares of iShares Russell 3000 ETF in the second quarter worth approximately $34,000. Center for Financial Planning Inc. grew its position in iShares Russell 3000 ETF by 214.3% during the second quarter. Center for Financial Planning Inc. now owns 176 shares of the company’s stock valued at $62,000 after buying an additional 120 shares during the period. Missouri Trust & Investment Co bought a new stake in iShares Russell 3000 ETF during the third quarter valued at approximately $63,000. Finally, Arcadia Investment Management Corp MI purchased a new stake in iShares Russell 3000 ETF during the third quarter valued at approximately $66,000.

iShares Russell 3000 ETF Trading Up 0.6%

IWV opened at $392.65 on Monday. The firm’s 50 day simple moving average is $391.01 and its two-hundred day simple moving average is $382.16. The company has a market capitalization of $18.47 billion, a PE ratio of 25.11 and a beta of 1.02. iShares Russell 3000 ETF has a 1-year low of $273.60 and a 1-year high of $397.05.

iShares Russell 3000 ETF 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.