Horizon Wealth Management LLC Has $2.20 Million Stock Position in iShares Russell 1000 Value ETF $IWD

Horizon Wealth Management LLC lifted its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 54.2% during the first quarter, HoldingsChannel reports. The firm owned 10,286 shares of the exchange traded fund’s stock after acquiring an additional 3,615 shares during the quarter. Horizon Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,198,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Capital Asset Advisory Services LLC grew its stake in shares of iShares Russell 1000 Value ETF by 15.5% in the first quarter. Capital Asset Advisory Services LLC now owns 8,363 shares of the exchange traded fund’s stock valued at $1,901,000 after buying an additional 1,125 shares in the last quarter. RKL Wealth Management LLC raised its position in iShares Russell 1000 Value ETF by 2.4% during the first quarter. RKL Wealth Management LLC now owns 8,471 shares of the exchange traded fund’s stock worth $1,810,000 after acquiring an additional 201 shares in the last quarter. Fulton Bank N.A. lifted its stake in iShares Russell 1000 Value ETF by 2.4% in the first quarter. Fulton Bank N.A. now owns 109,077 shares of the exchange traded fund’s stock valued at $23,306,000 after acquiring an additional 2,542 shares during the last quarter. Tcfg Wealth Management LLC lifted its stake in iShares Russell 1000 Value ETF by 11.6% in the first quarter. Tcfg Wealth Management LLC now owns 2,688 shares of the exchange traded fund’s stock valued at $577,000 after acquiring an additional 280 shares during the last quarter. Finally, First Pacific Financial grew its position in shares of iShares Russell 1000 Value ETF by 184.8% in the 1st quarter. First Pacific Financial now owns 2,110 shares of the exchange traded fund’s stock valued at $451,000 after acquiring an additional 1,369 shares during the period. Institutional investors and hedge funds own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Price Performance

iShares Russell 1000 Value ETF stock opened at $243.88 on Thursday. The firm has a market capitalization of $79.93 billion, a PE ratio of 18.83 and a beta of 0.84. The company’s 50-day moving average is $236.42 and its 200-day moving average is $224.55. iShares Russell 1000 Value ETF has a fifty-two week low of $191.64 and a fifty-two week high of $245.71.

iShares Russell 1000 Value ETF Company 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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.