SOA Wealth Advisors LLC. Reduces Holdings in iShares Russell 1000 Value ETF $IWD

SOA Wealth Advisors LLC. lessened its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,868 shares of the exchange traded fund’s stock after selling 577 shares during the period. SOA Wealth Advisors LLC.’s holdings in iShares Russell 1000 Value ETF were worth $3,082,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of IWD. Truvestments Capital LLC purchased a new position in iShares Russell 1000 Value ETF during the first quarter worth $25,000. GKV Capital Management Co. Inc. purchased a new stake in shares of iShares Russell 1000 Value ETF in the first quarter valued at $27,000. Whipplewood Advisors LLC acquired a new stake in shares of iShares Russell 1000 Value ETF during the first quarter valued at $33,000. Creative Capital Management Investments LLC purchased a new stake in iShares Russell 1000 Value ETF during the 1st quarter worth about $38,000. Finally, Valley Wealth Managers Inc. raised its stake in iShares Russell 1000 Value ETF by 78.0% in the 1st quarter. Valley Wealth Managers Inc. now owns 210 shares of the exchange traded fund’s stock valued at $40,000 after purchasing an additional 92 shares during the last quarter. 84.93% of the stock is owned by hedge funds and other institutional investors.

iShares Russell 1000 Value ETF Price Performance

iShares Russell 1000 Value ETF stock opened at $203.87 on Thursday. The stock has a market capitalization of $64.34 billion, a P/E ratio of 18.83 and a beta of 0.95. iShares Russell 1000 Value ETF has a 12-month low of $163.19 and a 12-month high of $204.14. The firm’s 50-day moving average is $199.92 and its two-hundred day moving average is $191.62.

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).