Mosaic Family Wealth LLC cut its position in iShares Russell 1000 Value Index (NYSE:IWD) by 18.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,380 shares of the exchange traded fund’s stock after selling 4,909 shares during the period. iShares Russell 1000 Value Index makes up 1.0% of Mosaic Family Wealth LLC’s portfolio, making the stock its 13th largest position. Mosaic Family Wealth LLC’s holdings in iShares Russell 1000 Value Index were worth $2,489,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of IWD. Retirement Planning Group raised its stake in iShares Russell 1000 Value Index by 4.5% in the second quarter. Retirement Planning Group now owns 2,371 shares of the exchange traded fund’s stock worth $276,000 after buying an additional 103 shares during the period. Accredited Investors Inc. raised its stake in iShares Russell 1000 Value Index by 11.3% in the second quarter. Accredited Investors Inc. now owns 2,238 shares of the exchange traded fund’s stock worth $261,000 after buying an additional 228 shares during the period. HL Financial Services LLC raised its stake in iShares Russell 1000 Value Index by 2.2% in the second quarter. HL Financial Services LLC now owns 42,160 shares of the exchange traded fund’s stock worth $4,909,000 after buying an additional 909 shares during the period. Benjamin F. Edwards & Company Inc. raised its stake in iShares Russell 1000 Value Index by 85.9% in the second quarter. Benjamin F. Edwards & Company Inc. now owns 8,074 shares of the exchange traded fund’s stock worth $940,000 after buying an additional 3,731 shares during the period. Finally, Oakworth Capital Inc. raised its stake in iShares Russell 1000 Value Index by 4.9% in the second quarter. Oakworth Capital Inc. now owns 321,485 shares of the exchange traded fund’s stock worth $37,430,000 after buying an additional 15,114 shares during the period.

iShares Russell 1000 Value Index (NYSE:IWD) traded down 0.20% during mid-day trading on Monday, hitting $114.05. 109,498 shares of the stock were exchanged. The firm has a 50-day moving average price of $116.41 and a 200-day moving average price of $115.53. iShares Russell 1000 Value Index has a 12-month low of $102.07 and a 12-month high of $121.24.

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About iShares Russell 1000 Value Index

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).

Institutional Ownership by Quarter for iShares Russell 1000 Value Index (NYSE:IWD)

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