Oak Harbor Wealth Partners LLC trimmed its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 10.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,625 shares of the exchange traded fund’s stock after selling 306 shares during the quarter. Oak Harbor Wealth Partners LLC’s holdings in iShares Russell 1000 Value ETF were worth $498,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also modified their holdings of the company. OneDigital Investment Advisors LLC lifted its position in shares of iShares Russell 1000 Value ETF by 4.9% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 38,218 shares of the exchange traded fund’s stock worth $7,254,000 after purchasing an additional 1,775 shares during the last quarter. Planning Capital Management Corp lifted its holdings in iShares Russell 1000 Value ETF by 4.0% during the 3rd quarter. Planning Capital Management Corp now owns 1,954 shares of the exchange traded fund’s stock worth $371,000 after buying an additional 76 shares in the last quarter. Zions Bancorporation N.A. lifted its stake in shares of iShares Russell 1000 Value ETF by 2.9% in the 3rd quarter. Zions Bancorporation N.A. now owns 12,841 shares of the exchange traded fund’s stock valued at $2,437,000 after purchasing an additional 361 shares during the period. Main Street Financial Solutions LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 4.2% in the 3rd quarter. Main Street Financial Solutions LLC now owns 3,620 shares of the exchange traded fund’s stock valued at $687,000 after purchasing an additional 146 shares during the period. Finally, Paulson Wealth Management Inc. increased its position in shares of iShares Russell 1000 Value ETF by 7.1% in the 3rd quarter. Paulson Wealth Management Inc. now owns 229,861 shares of the exchange traded fund’s stock valued at $43,628,000 after buying an additional 15,272 shares in the last quarter.
iShares Russell 1000 Value ETF Trading Down 0.7 %
IWD stock opened at $193.82 on Friday. The stock has a market cap of $60.71 billion, a PE ratio of 17.81 and a beta of 0.77. The stock has a 50-day moving average price of $189.59 and a two-hundred day moving average price of $182.01. iShares Russell 1000 Value ETF has a 1 year low of $153.25 and a 1 year high of $197.21.
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).
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