2,130 Shares in iShares Russell 1000 Value ETF $IWD Acquired by Private Wealth Partners LLC

Private Wealth Partners LLC purchased a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 2,130 shares of the exchange traded fund’s stock, valued at approximately $528,000.

Other hedge funds have also recently made changes to their positions in the company. Retirement Wealth Solutions LLC boosted its holdings in iShares Russell 1000 Value ETF by 11.5% in the second quarter. Retirement Wealth Solutions LLC now owns 377 shares of the exchange traded fund’s stock worth $91,000 after purchasing an additional 39 shares during the last quarter. Robinson Value Management Ltd. grew its position in iShares Russell 1000 Value ETF by 0.8% in the 3rd quarter. Robinson Value Management Ltd. now owns 4,818 shares of the exchange traded fund’s stock worth $1,195,000 after purchasing an additional 39 shares during the period. Simplicity Wealth LLC raised its stake in iShares Russell 1000 Value ETF by 0.3% during the 1st quarter. Simplicity Wealth LLC now owns 16,034 shares of the exchange traded fund’s stock valued at $3,426,000 after buying an additional 44 shares during the last quarter. Falcon Wealth Planning raised its stake in iShares Russell 1000 Value ETF by 3.9% during the 1st quarter. Falcon Wealth Planning now owns 1,204 shares of the exchange traded fund’s stock valued at $257,000 after buying an additional 45 shares during the last quarter. Finally, Members Wealth LLC raised its stake in iShares Russell 1000 Value ETF by 3.6% during the 1st quarter. Members Wealth LLC now owns 1,330 shares of the exchange traded fund’s stock valued at $301,000 after buying an additional 46 shares during the last quarter. 84.93% of the stock is owned by hedge funds and other institutional investors.

iShares Russell 1000 Value ETF Stock Performance

Shares of NYSEARCA IWD traded down $1.63 during midday trading on Friday, hitting $257.42. 1,109,982 shares of the stock traded hands, compared to its average volume of 2,616,935. The firm has a 50-day moving average of $254.61 and a two-hundred day moving average of $244.98. The firm has a market capitalization of $84.23 billion, a P/E ratio of 18.83 and a beta of 0.84. iShares Russell 1000 Value ETF has a one year low of $199.79 and a one year high of $260.19.

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). 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.