Bartlett & CO. Wealth Management LLC decreased its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 1.8% in the 2nd quarter, Holdings Channel reports. The firm owned 82,137 shares of the company’s stock after selling 1,477 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $10,854,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds also recently modified their holdings of IWS. City Center Advisors LLC boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.9% in the second quarter. City Center Advisors LLC now owns 4,228 shares of the company’s stock valued at $559,000 after acquiring an additional 78 shares in the last quarter. NBC Securities Inc. lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.3% during the second quarter. NBC Securities Inc. now owns 6,665 shares of the company’s stock valued at $880,000 after purchasing an additional 88 shares during the last quarter. Sovran Advisors LLC boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 3.9% in the first quarter. Sovran Advisors LLC now owns 2,687 shares of the company’s stock worth $318,000 after buying an additional 102 shares during the period. Breakwater Capital Group grew its position in iShares Russell Mid-Cap Value ETF by 3.7% during the 2nd quarter. Breakwater Capital Group now owns 2,905 shares of the company’s stock worth $384,000 after purchasing an additional 103 shares in the last quarter. Finally, Essex Financial Services Inc. raised its stake in iShares Russell Mid-Cap Value ETF by 2.4% during the 1st quarter. Essex Financial Services Inc. now owns 4,511 shares of the company’s stock valued at $568,000 after purchasing an additional 104 shares during the period. 80.17% of the stock is owned by institutional investors and hedge funds.
iShares Russell Mid-Cap Value ETF Trading Up 0.2%
Shares of IWS stock opened at $139.67 on Wednesday. The company has a market capitalization of $13.94 billion, a price-to-earnings ratio of 19.11 and a beta of 1.08. iShares Russell Mid-Cap Value ETF has a 1-year low of $108.85 and a 1-year high of $140.95. The stock’s fifty day simple moving average is $137.33 and its 200-day simple moving average is $130.52.
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.
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