Compound Planning Inc. increased its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 739.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,081 shares of the company’s stock after acquiring an additional 15,046 shares during the period. Compound Planning Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $2,489,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of IWS. Rehmann Capital Advisory Group grew its stake in iShares Russell Mid-Cap Value ETF by 0.6% during the 4th quarter. Rehmann Capital Advisory Group now owns 12,277 shares of the company’s stock worth $1,732,000 after purchasing an additional 72 shares in the last quarter. Sequoia Financial Advisors LLC raised its position in iShares Russell Mid-Cap Value ETF by 1.0% in the 4th quarter. Sequoia Financial Advisors LLC now owns 7,758 shares of the company’s stock valued at $1,094,000 after purchasing an additional 76 shares in the last quarter. Sonata Capital Group Inc. raised its position in iShares Russell Mid-Cap Value ETF by 0.8% in the 4th quarter. Sonata Capital Group Inc. now owns 9,276 shares of the company’s stock valued at $1,308,000 after purchasing an additional 77 shares in the last quarter. Heck Capital Advisors LLC boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 0.8% in the 4th quarter. Heck Capital Advisors LLC now owns 10,774 shares of the company’s stock valued at $1,520,000 after buying an additional 81 shares during the period. Finally, Freestone Capital Holdings LLC boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 1.5% in the 4th quarter. Freestone Capital Holdings LLC now owns 5,677 shares of the company’s stock valued at $801,000 after buying an additional 84 shares during the period. 80.17% of the stock is currently owned by hedge funds and other institutional investors.
iShares Russell Mid-Cap Value ETF Stock Performance
IWS stock opened at $166.48 on Friday. The company’s 50 day moving average price is $162.75 and its 200 day moving average price is $154.77. iShares Russell Mid-Cap Value ETF has a fifty-two week low of $131.46 and a fifty-two week high of $168.14. The firm has a market capitalization of $15.59 billion, a price-to-earnings ratio of 19.11 and a beta of 0.95.
About iShares Russell Mid-Cap Value ETF
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.
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