Kestra Advisory Services LLC Boosts Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

Kestra Advisory Services LLC lifted its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 7.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 171,130 shares of the company’s stock after acquiring an additional 12,410 shares during the quarter. Kestra Advisory Services LLC owned approximately 0.18% of iShares Russell Mid-Cap Value ETF worth $24,941,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Clearwave Capital LLC grew its position in iShares Russell Mid-Cap Value ETF by 2.0% in the 1st quarter. Clearwave Capital LLC now owns 9,718 shares of the company’s stock worth $1,416,000 after purchasing an additional 187 shares in the last quarter. Nvest Financial LLC grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 12.2% in the first quarter. Nvest Financial LLC now owns 13,972 shares of the company’s stock valued at $2,036,000 after acquiring an additional 1,524 shares in the last quarter. FLP Wealth Management LLC increased its position in shares of iShares Russell Mid-Cap Value ETF by 6.6% during the first quarter. FLP Wealth Management LLC now owns 3,898 shares of the company’s stock valued at $568,000 after acquiring an additional 242 shares during the last quarter. Bogart Wealth LLC increased its position in shares of iShares Russell Mid-Cap Value ETF by 108.4% during the first quarter. Bogart Wealth LLC now owns 498 shares of the company’s stock valued at $73,000 after acquiring an additional 259 shares during the last quarter. Finally, Carlton Hofferkamp & Jenks Wealth Management LLC lifted its holdings in iShares Russell Mid-Cap Value ETF by 3.1% during the first quarter. Carlton Hofferkamp & Jenks Wealth Management LLC now owns 8,123 shares of the company’s stock worth $1,265,000 after acquiring an additional 245 shares during the period. Hedge funds and other institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Stock Up 0.3%

IWS stock traded up $0.43 during midday trading on Friday, hitting $165.43. The company’s stock had a trading volume of 666,551 shares, compared to its average volume of 489,383. The stock’s 50-day moving average price is $161.12 and its 200 day moving average price is $153.14. iShares Russell Mid-Cap Value ETF has a 1 year low of $131.46 and a 1 year high of $167.07. The stock has a market cap of $15.67 billion, a price-to-earnings ratio of 19.11 and a beta of 0.95.

iShares Russell Mid-Cap Value ETF Company 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.