Heritage Wealth Advisors Purchases 9,143 Shares of iShares Russell Mid-Cap Value ETF $IWS

Heritage Wealth Advisors grew its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 1.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 524,534 shares of the company’s stock after buying an additional 9,143 shares during the period. iShares Russell Mid-Cap Value ETF accounts for about 3.2% of Heritage Wealth Advisors’ holdings, making the stock its 7th largest holding. Heritage Wealth Advisors owned about 0.53% of iShares Russell Mid-Cap Value ETF worth $73,262,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IWS. Brighton Jones LLC lifted its position in iShares Russell Mid-Cap Value ETF by 1.0% in the fourth quarter. Brighton Jones LLC now owns 20,670 shares of the company’s stock valued at $2,673,000 after acquiring an additional 201 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 2.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 6,439 shares of the company’s stock worth $833,000 after purchasing an additional 124 shares during the last quarter. AQR Capital Management LLC increased its position in shares of iShares Russell Mid-Cap Value ETF by 18.6% during the first quarter. AQR Capital Management LLC now owns 8,080 shares of the company’s stock worth $1,018,000 after purchasing an additional 1,267 shares in the last quarter. Jane Street Group LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the first quarter worth about $5,269,000. Finally, Bank of New York Mellon Corp lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 26.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 62,661 shares of the company’s stock valued at $8,280,000 after purchasing an additional 12,970 shares during the last quarter. 80.17% of the stock is owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Stock Down 1.6%

Shares of NYSEARCA IWS opened at $147.80 on Friday. The business has a 50-day moving average price of $148.99 and a 200 day moving average price of $142.74. The stock has a market cap of $14.70 billion, a PE ratio of 19.11 and a beta of 1.02. iShares Russell Mid-Cap Value ETF has a 52-week low of $108.85 and a 52-week high of $154.79.

About iShares Russell Mid-Cap Value ETF

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. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.