Amplius Wealth Advisors LLC Raises Stake in iShares Russell 1000 Value ETF $IWD

Amplius Wealth Advisors LLC lifted its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 17.8% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 7,332 shares of the exchange traded fund’s stock after purchasing an additional 1,110 shares during the quarter. Amplius Wealth Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,424,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 8.9% during the 4th quarter. Brighton Jones LLC now owns 36,663 shares of the exchange traded fund’s stock valued at $6,787,000 after buying an additional 2,981 shares during the period. Bison Wealth LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 13.9% during the 4th quarter. Bison Wealth LLC now owns 4,121 shares of the exchange traded fund’s stock valued at $763,000 after buying an additional 502 shares during the period. Golden State Wealth Management LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 1,019.2% during the 1st quarter. Golden State Wealth Management LLC now owns 25,697 shares of the exchange traded fund’s stock valued at $4,835,000 after buying an additional 23,401 shares during the period. DAVENPORT & Co LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 62.1% during the 1st quarter. DAVENPORT & Co LLC now owns 5,082 shares of the exchange traded fund’s stock valued at $956,000 after buying an additional 1,946 shares during the period. Finally, Keybank National Association OH raised its holdings in shares of iShares Russell 1000 Value ETF by 2.5% during the 1st quarter. Keybank National Association OH now owns 153,814 shares of the exchange traded fund’s stock valued at $28,942,000 after buying an additional 3,722 shares during the period. Hedge funds and other institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Performance

Shares of NYSEARCA:IWD opened at $203.80 on Friday. The company has a market cap of $64.73 billion, a P/E ratio of 18.83 and a beta of 0.89. iShares Russell 1000 Value ETF has a one year low of $163.19 and a one year high of $207.58. The business’s 50-day simple moving average is $202.94 and its 200 day simple moving average is $194.88.

iShares Russell 1000 Value ETF 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).