Topel & Distasi Wealth Management LLC Sells 5,102 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Topel & Distasi Wealth Management LLC trimmed its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 23.9% during the fourth quarter, Holdings Channel reports. The firm owned 16,257 shares of the exchange traded fund’s stock after selling 5,102 shares during the quarter. iShares Russell 1000 Value ETF makes up approximately 1.3% of Topel & Distasi Wealth Management LLC’s portfolio, making the stock its 25th largest holding. Topel & Distasi Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $3,010,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the company. Creative Planning boosted its stake in shares of iShares Russell 1000 Value ETF by 0.6% during the 3rd quarter. Creative Planning now owns 524,533 shares of the exchange traded fund’s stock worth $99,556,000 after acquiring an additional 3,170 shares during the period. Alta Wealth Advisors LLC lifted its holdings in iShares Russell 1000 Value ETF by 1.9% during the 3rd quarter. Alta Wealth Advisors LLC now owns 24,928 shares of the exchange traded fund’s stock valued at $4,731,000 after purchasing an additional 457 shares during the last quarter. Resonant Capital Advisors LLC bought a new position in iShares Russell 1000 Value ETF during the third quarter worth $206,000. Proathlete Wealth Management LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 11.7% in the third quarter. Proathlete Wealth Management LLC now owns 55,568 shares of the exchange traded fund’s stock valued at $10,548,000 after purchasing an additional 5,840 shares during the last quarter. Finally, New Century Financial Group LLC bought a new position in shares of iShares Russell 1000 Value ETF in the third quarter valued at about $237,000.

iShares Russell 1000 Value ETF Stock Performance

NYSEARCA IWD opened at $194.48 on Monday. The stock has a market cap of $60.92 billion, a PE ratio of 17.81 and a beta of 0.77. The firm has a 50-day moving average of $190.07 and a 200-day moving average of $189.26. iShares Russell 1000 Value ETF has a 52-week low of $167.43 and a 52-week high of $200.42.

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).