WestHill Financial Advisors Inc. Has $1.83 Million Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

WestHill Financial Advisors Inc. reduced its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 11,086 shares of the exchange traded fund’s stock after selling 69 shares during the period. iShares Russell 1000 Value ETF accounts for about 0.5% of WestHill Financial Advisors Inc.’s portfolio, making the stock its 20th largest holding. WestHill Financial Advisors Inc.’s holdings in iShares Russell 1000 Value ETF were worth $1,832,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Moneta Group Investment Advisors LLC increased its stake in iShares Russell 1000 Value ETF by 120,617.6% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 222,740,910 shares of the exchange traded fund’s stock valued at $33,778,659,000 after buying an additional 222,556,396 shares during the last quarter. Morgan Stanley increased its stake in shares of iShares Russell 1000 Value ETF by 0.9% during the 4th quarter. Morgan Stanley now owns 30,707,516 shares of the exchange traded fund’s stock worth $4,656,795,000 after purchasing an additional 276,413 shares during the last quarter. Jones Financial Companies Lllp increased its stake in shares of iShares Russell 1000 Value ETF by 0.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 8,735,247 shares of the exchange traded fund’s stock worth $1,326,185,000 after purchasing an additional 77,652 shares during the last quarter. Pathstone Family Office LLC increased its stake in shares of iShares Russell 1000 Value ETF by 2,323.4% during the 3rd quarter. Pathstone Family Office LLC now owns 5,038,517 shares of the exchange traded fund’s stock worth $764,948,000 after purchasing an additional 4,830,607 shares during the last quarter. Finally, Synovus Financial Corp increased its stake in shares of iShares Russell 1000 Value ETF by 2.5% during the 3rd quarter. Synovus Financial Corp now owns 4,824,149 shares of the exchange traded fund’s stock worth $732,408,000 after purchasing an additional 117,900 shares during the last quarter.

iShares Russell 1000 Value ETF Trading Up 0.7 %

Shares of iShares Russell 1000 Value ETF stock traded up $1.27 during trading on Thursday, hitting $170.67. 413,031 shares of the stock were exchanged, compared to its average volume of 2,153,990. The stock has a market capitalization of $53.48 billion, a price-to-earnings ratio of 17.74 and a beta of 0.80. The company has a fifty day moving average price of $173.01 and a 200-day moving average price of $163.06. iShares Russell 1000 Value ETF has a 1-year low of $143.34 and a 1-year high of $179.56.

iShares Russell 1000 Value ETF 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).