1900 Wealth Management LLC Has $3.51 Million Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

1900 Wealth Management LLC boosted its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 21,213 shares of the exchange traded fund’s stock after purchasing an additional 801 shares during the quarter. 1900 Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $3,506,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IWD. RWA Wealth Partners LLC raised its holdings in iShares Russell 1000 Value ETF by 327.0% in the 4th quarter. RWA Wealth Partners LLC now owns 16,431 shares of the exchange traded fund’s stock valued at $2,715,000 after acquiring an additional 12,583 shares in the last quarter. Telemus Capital LLC boosted its stake in shares of iShares Russell 1000 Value ETF by 6.6% in the 4th quarter. Telemus Capital LLC now owns 192,985 shares of the exchange traded fund’s stock valued at $31,891,000 after purchasing an additional 12,025 shares in the last quarter. MCF Advisors LLC grew its holdings in shares of iShares Russell 1000 Value ETF by 9.4% during the 4th quarter. MCF Advisors LLC now owns 2,022 shares of the exchange traded fund’s stock valued at $334,000 after purchasing an additional 173 shares during the last quarter. Brendel Financial Advisors LLC acquired a new position in iShares Russell 1000 Value ETF during the 4th quarter worth approximately $720,000. Finally, CWM LLC lifted its stake in iShares Russell 1000 Value ETF by 23.3% in the 4th quarter. CWM LLC now owns 58,700 shares of the exchange traded fund’s stock valued at $9,700,000 after purchasing an additional 11,105 shares during the last quarter.

iShares Russell 1000 Value ETF Price Performance

Shares of NYSEARCA IWD traded up $1.43 during mid-day trading on Monday, hitting $171.98. 1,339,653 shares of the stock traded hands, compared to its average volume of 2,187,310. The company has a market cap of $53.89 billion, a PE ratio of 17.74 and a beta of 0.80. iShares Russell 1000 Value ETF has a twelve month low of $143.34 and a twelve month high of $179.56. The firm has a 50 day simple moving average of $173.14 and a two-hundred day simple moving average of $163.46.

iShares Russell 1000 Value ETF Company 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).