Wealthspire Advisors LLC Raises Stake in iShares Russell Mid-Cap Value ETF $IWS

Wealthspire Advisors LLC grew its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 6.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 37,832 shares of the company’s stock after acquiring an additional 2,360 shares during the quarter. Wealthspire Advisors LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $4,999,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in IWS. Clearstead Trust LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF in the 2nd quarter valued at $25,000. Westside Investment Management Inc. lifted its stake in iShares Russell Mid-Cap Value ETF by 108.3% in the second quarter. Westside Investment Management Inc. now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 104 shares during the last quarter. AlphaCore Capital LLC purchased a new stake in iShares Russell Mid-Cap Value ETF during the first quarter valued at about $31,000. McClarren Financial Advisors Inc. purchased a new stake in iShares Russell Mid-Cap Value ETF during the first quarter valued at about $32,000. Finally, Trust Co. of Toledo NA OH bought a new position in shares of iShares Russell Mid-Cap Value ETF during the second quarter valued at about $33,000. 80.17% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap Value ETF Trading Up 0.2%

IWS opened at $135.95 on Wednesday. iShares Russell Mid-Cap Value ETF has a 12 month low of $108.85 and a 12 month high of $141.68. The business’s 50-day moving average price is $138.79 and its 200-day moving average price is $134.91. The company has a market cap of $13.55 billion, a P/E ratio of 19.11 and a beta of 1.02.

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.