Waldron Private Wealth LLC Lowers Holdings in iShares Russell 3000 ETF $IWV

Waldron Private Wealth LLC reduced its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 6.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 82,402 shares of the company’s stock after selling 5,523 shares during the period. iShares Russell 3000 ETF accounts for about 1.3% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 14th largest position. Waldron Private Wealth LLC owned 0.17% of iShares Russell 3000 ETF worth $31,878,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently bought and sold shares of the stock. First Horizon Corp acquired a new position in shares of iShares Russell 3000 ETF in the 3rd quarter valued at $15,623,000. Allspring Global Investments Holdings LLC boosted its holdings in iShares Russell 3000 ETF by 9.2% in the third quarter. Allspring Global Investments Holdings LLC now owns 27,651 shares of the company’s stock valued at $10,478,000 after acquiring an additional 2,328 shares during the last quarter. First National Trust Co grew its position in iShares Russell 3000 ETF by 4.2% during the third quarter. First National Trust Co now owns 38,430 shares of the company’s stock valued at $14,563,000 after acquiring an additional 1,557 shares during the period. Cambridge Financial Group LLC acquired a new stake in iShares Russell 3000 ETF during the third quarter worth about $1,405,000. Finally, Acropolis Investment Management LLC raised its holdings in shares of iShares Russell 3000 ETF by 236.4% in the 3rd quarter. Acropolis Investment Management LLC now owns 2,355 shares of the company’s stock worth $827,000 after purchasing an additional 1,655 shares during the period.

iShares Russell 3000 ETF Price Performance

NYSEARCA IWV opened at $361.62 on Friday. iShares Russell 3000 ETF has a 1-year low of $273.60 and a 1-year high of $397.05. The firm has a market capitalization of $17.01 billion, a P/E ratio of 25.11 and a beta of 1.02. The business’s 50-day simple moving average is $386.54 and its 200-day simple moving average is $384.74.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.