KMG Fiduciary Partners LLC Raises Holdings in iShares Russell Mid-Cap Value ETF $IWS

KMG Fiduciary Partners LLC boosted its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 5.1% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 50,336 shares of the company’s stock after purchasing an additional 2,462 shares during the quarter. KMG Fiduciary Partners LLC owned about 0.05% of iShares Russell Mid-Cap Value ETF worth $6,651,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IWS. Focus Financial Network Inc. grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 2.1% during the second quarter. Focus Financial Network Inc. now owns 32,155 shares of the company’s stock worth $4,249,000 after buying an additional 671 shares in the last quarter. Navigation Wealth Management Inc. purchased a new position in shares of iShares Russell Mid-Cap Value ETF in the second quarter worth about $244,000. Breakwater Capital Group boosted its position in iShares Russell Mid-Cap Value ETF by 3.7% during the second quarter. Breakwater Capital Group now owns 2,905 shares of the company’s stock worth $384,000 after acquiring an additional 103 shares during the last quarter. WestHill Financial Advisors Inc. grew its stake in iShares Russell Mid-Cap Value ETF by 0.3% during the 2nd quarter. WestHill Financial Advisors Inc. now owns 71,318 shares of the company’s stock valued at $9,424,000 after acquiring an additional 199 shares in the last quarter. Finally, Lpwm LLC grew its stake in iShares Russell Mid-Cap Value ETF by 4.6% during the 2nd quarter. Lpwm LLC now owns 221,668 shares of the company’s stock valued at $29,291,000 after acquiring an additional 9,694 shares in the last quarter. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

IWS opened at $138.33 on Thursday. The firm has a market capitalization of $13.81 billion, a price-to-earnings ratio of 19.11 and a beta of 1.08. The company’s 50 day simple moving average is $136.62 and its two-hundred day simple moving average is $129.71. iShares Russell Mid-Cap Value ETF has a 1-year low of $108.85 and a 1-year high of $140.95.

iShares Russell Mid-Cap Value ETF Company Profile

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.