Wealthspire Advisors LLC Boosts Stake in iShares Russell Mid-Cap Value ETF $IWS

Wealthspire Advisors LLC boosted its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 6.7% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 37,832 shares of the company’s stock after acquiring an additional 2,360 shares during the quarter. Wealthspire Advisors LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $4,999,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Clearstead Trust LLC bought a new position in shares of iShares Russell Mid-Cap Value ETF in the second quarter worth approximately $25,000. Westside Investment Management Inc. lifted its position in iShares Russell Mid-Cap Value ETF by 108.3% during the second quarter. Westside Investment Management Inc. now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 104 shares during the last quarter. Legacy Investment Solutions LLC bought a new stake in iShares Russell Mid-Cap Value ETF during the second quarter valued at approximately $33,000. AlphaCore Capital LLC purchased a new position in iShares Russell Mid-Cap Value ETF in the 1st quarter worth approximately $31,000. Finally, McClarren Financial Advisors Inc. purchased a new position in iShares Russell Mid-Cap Value ETF in the 1st quarter worth approximately $32,000. Institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Stock Performance

iShares Russell Mid-Cap Value ETF stock opened at $135.95 on Wednesday. The firm’s fifty day moving average price is $138.79 and its 200-day moving average price is $134.91. The stock has a market cap of $13.55 billion, a P/E ratio of 19.11 and a beta of 1.02. iShares Russell Mid-Cap Value ETF has a fifty-two week low of $108.85 and a fifty-two week high of $141.68.

About iShares Russell Mid-Cap Value ETF

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market.