iShares Russell Mid-Cap Value ETF $IWS Shares Bought by Lpwm LLC

Lpwm LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 2.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 231,561 shares of the company’s stock after acquiring an additional 6,253 shares during the quarter. iShares Russell Mid-Cap Value ETF comprises 8.2% of Lpwm LLC’s investment portfolio, making the stock its 3rd biggest position. Lpwm LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $32,662,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Cahaba Wealth Management Inc. lifted its position in iShares Russell Mid-Cap Value ETF by 1.9% during the third quarter. Cahaba Wealth Management Inc. now owns 4,040 shares of the company’s stock worth $564,000 after acquiring an additional 74 shares during the last quarter. Horst & Graben Wealth Management LLC boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 0.6% during the third quarter. Horst & Graben Wealth Management LLC now owns 13,411 shares of the company’s stock worth $1,873,000 after acquiring an additional 79 shares during the period. Pineridge Advisors LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 6.7% in the third quarter. Pineridge Advisors LLC now owns 1,314 shares of the company’s stock valued at $184,000 after purchasing an additional 82 shares during the last quarter. Johnson Financial Group Inc. increased its stake in shares of iShares Russell Mid-Cap Value ETF by 1.3% during the third quarter. Johnson Financial Group Inc. now owns 6,615 shares of the company’s stock worth $924,000 after purchasing an additional 84 shares during the period. Finally, Cary Street Partners Financial LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 1.6% during the second quarter. Cary Street Partners Financial LLC now owns 6,236 shares of the company’s stock worth $824,000 after purchasing an additional 97 shares during the period. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Trading Up 0.1%

NYSEARCA:IWS opened at $145.41 on Friday. The stock has a 50 day simple moving average of $149.51 and a 200 day simple moving average of $143.23. The stock has a market cap of $14.46 billion, a P/E ratio of 19.11 and a beta of 1.02. iShares Russell Mid-Cap Value ETF has a 1-year low of $108.85 and a 1-year high of $154.79.

iShares Russell Mid-Cap Value ETF 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. 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.