iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Purchased by Wedmont Private Capital

Wedmont Private Capital boosted its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 18.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,082 shares of the exchange traded fund’s stock after acquiring an additional 329 shares during the period. Wedmont Private Capital’s holdings in iShares Russell 1000 Value ETF were worth $369,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Partnership Wealth Management LLC acquired a new stake in shares of iShares Russell 1000 Value ETF during the fourth quarter worth $28,000. Headinvest LLC bought a new position in shares of iShares Russell 1000 Value ETF during the 3rd quarter valued at about $29,000. CarsonAllaria Wealth Management Ltd. boosted its position in shares of iShares Russell 1000 Value ETF by 84.4% during the 4th quarter. CarsonAllaria Wealth Management Ltd. now owns 177 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 81 shares in the last quarter. Access Investment Management LLC purchased a new stake in shares of iShares Russell 1000 Value ETF in the fourth quarter worth approximately $30,000. Finally, HHM Wealth Advisors LLC lifted its position in shares of iShares Russell 1000 Value ETF by 60.2% in the fourth quarter. HHM Wealth Advisors LLC now owns 189 shares of the exchange traded fund’s stock worth $31,000 after purchasing an additional 71 shares in the last quarter.

iShares Russell 1000 Value ETF Price Performance

NYSEARCA IWD opened at $174.83 on Friday. The firm has a market capitalization of $54.77 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77. The company has a 50 day simple moving average of $174.64 and a 200-day simple moving average of $170.70. iShares Russell 1000 Value ETF has a 52-week low of $143.34 and a 52-week high of $179.56.

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).