NORTHSTAR ASSET MANAGEMENT Co Invests $654,000 in iShares Russell Mid-Cap Value ETF $IWS

NORTHSTAR ASSET MANAGEMENT Co acquired a new position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 4,953 shares of the company’s stock, valued at approximately $654,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Carlton Hofferkamp & Jenks Wealth Management LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 13.9% in the 2nd quarter. Carlton Hofferkamp & Jenks Wealth Management LLC now owns 7,260 shares of the company’s stock worth $983,000 after buying an additional 887 shares during the last quarter. Sage Mountain Advisors LLC grew its position in iShares Russell Mid-Cap Value ETF by 198.1% during the 2nd quarter. Sage Mountain Advisors LLC now owns 1,842 shares of the company’s stock worth $243,000 after purchasing an additional 1,224 shares during the last quarter. Roman Butler Fullerton & Co. grew its position in iShares Russell Mid-Cap Value ETF by 28.4% during the 2nd quarter. Roman Butler Fullerton & Co. now owns 2,760 shares of the company’s stock worth $379,000 after purchasing an additional 610 shares during the last quarter. Principle Wealth Partners LLC purchased a new stake in iShares Russell Mid-Cap Value ETF during the 2nd quarter worth approximately $681,000. Finally, Sonata Capital Group Inc. grew its position in iShares Russell Mid-Cap Value ETF by 0.9% during the 2nd quarter. Sonata Capital Group Inc. now owns 8,972 shares of the company’s stock worth $1,186,000 after purchasing an additional 81 shares during the last quarter. Hedge funds and other institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Trading Up 0.4%

NYSEARCA:IWS opened at $140.44 on Friday. The company has a market cap of $14.09 billion, a PE ratio of 19.11 and a beta of 1.08. iShares Russell Mid-Cap Value ETF has a twelve month low of $108.85 and a twelve month high of $141.68. The company’s 50 day moving average is $138.69 and its two-hundred day moving average is $132.37.

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.