WBH Advisory Inc. Increases Holdings in iShares Russell 1000 Value ETF $IWD

WBH Advisory Inc. raised its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 174.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,234 shares of the exchange traded fund’s stock after purchasing an additional 2,057 shares during the quarter. WBH Advisory Inc.’s holdings in iShares Russell 1000 Value ETF were worth $628,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. American National Bank & Trust raised its position in iShares Russell 1000 Value ETF by 8.1% in the 2nd quarter. American National Bank & Trust now owns 4,768 shares of the exchange traded fund’s stock worth $926,000 after purchasing an additional 358 shares during the period. Apollon Wealth Management LLC raised its position in iShares Russell 1000 Value ETF by 0.8% in the 2nd quarter. Apollon Wealth Management LLC now owns 13,685 shares of the exchange traded fund’s stock worth $2,658,000 after purchasing an additional 106 shares during the period. Falcon Wealth Planning raised its position in iShares Russell 1000 Value ETF by 6.5% in the 2nd quarter. Falcon Wealth Planning now owns 1,166 shares of the exchange traded fund’s stock worth $226,000 after purchasing an additional 71 shares during the period. Builder Investment Group Inc. ADV purchased a new stake in iShares Russell 1000 Value ETF in the 2nd quarter worth about $205,000. Finally, ST Germain D J Co. Inc. raised its position in iShares Russell 1000 Value ETF by 62.4% in the 2nd quarter. ST Germain D J Co. Inc. now owns 2,851 shares of the exchange traded fund’s stock worth $554,000 after purchasing an additional 1,095 shares during the period. 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 $204.91 on Tuesday. iShares Russell 1000 Value ETF has a 1-year low of $163.19 and a 1-year high of $206.01. The firm has a market capitalization of $64.80 billion, a P/E ratio of 18.83 and a beta of 0.95. The company’s 50-day moving average is $201.85 and its 200 day moving average is $193.22.

About iShares Russell 1000 Value ETF

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).