Wakefield Asset Management LLLP Decreases Holdings in iShares Russell 1000 Value ETF $IWD

Wakefield Asset Management LLLP decreased its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 70.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,489 shares of the exchange traded fund’s stock after selling 8,293 shares during the quarter. Wakefield Asset Management LLLP’s holdings in iShares Russell 1000 Value ETF were worth $678,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Golden Road Advisors LLC boosted its stake in shares of iShares Russell 1000 Value ETF by 1.3% during the 2nd quarter. Golden Road Advisors LLC now owns 4,137 shares of the exchange traded fund’s stock worth $804,000 after acquiring an additional 54 shares in the last quarter. Penobscot Investment Management Company Inc. boosted its stake in shares of iShares Russell 1000 Value ETF by 4.6% during the 2nd quarter. Penobscot Investment Management Company Inc. now owns 1,250 shares of the exchange traded fund’s stock worth $243,000 after acquiring an additional 55 shares in the last quarter. Warner Financial Inc. boosted its stake in shares of iShares Russell 1000 Value ETF by 1.6% during the 2nd quarter. Warner Financial Inc. now owns 3,578 shares of the exchange traded fund’s stock worth $695,000 after acquiring an additional 58 shares in the last quarter. InvesTrust boosted its stake in shares of iShares Russell 1000 Value ETF by 0.6% during the 2nd quarter. InvesTrust now owns 10,331 shares of the exchange traded fund’s stock worth $2,007,000 after acquiring an additional 59 shares in the last quarter. Finally, U.S. Capital Wealth Advisors LLC boosted its stake in shares of iShares Russell 1000 Value ETF by 0.6% during the 2nd quarter. U.S. Capital Wealth Advisors LLC now owns 10,150 shares of the exchange traded fund’s stock worth $1,971,000 after acquiring an additional 59 shares in the last quarter. Hedge funds and other institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Price Performance

Shares of NYSEARCA:IWD opened at $204.57 on Monday. The business’s 50 day simple moving average is $203.00 and its 200-day simple moving average is $195.32. The firm has a market capitalization of $64.97 billion, a price-to-earnings ratio of 18.83 and a beta of 0.89. iShares Russell 1000 Value ETF has a 12 month low of $163.19 and a 12 month high of $207.58.

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).