Atticus Wealth Management LLC Lowers Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Atticus Wealth Management LLC cut its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,003 shares of the exchange traded fund’s stock after selling 108 shares during the quarter. Atticus Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $556,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Massachusetts Financial Services Co. MA boosted its holdings in shares of iShares Russell 1000 Value ETF by 13.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 130,392 shares of the exchange traded fund’s stock valued at $24,748,000 after buying an additional 14,966 shares in the last quarter. Lake Hills Wealth Management LLC purchased a new position in iShares Russell 1000 Value ETF during the 3rd quarter valued at about $271,000. Wedmont Private Capital boosted its stake in iShares Russell 1000 Value ETF by 49.5% during the fourth quarter. Wedmont Private Capital now owns 4,083 shares of the exchange traded fund’s stock worth $750,000 after acquiring an additional 1,351 shares in the last quarter. Widmann Financial Services Inc. boosted its stake in iShares Russell 1000 Value ETF by 2.0% during the third quarter. Widmann Financial Services Inc. now owns 28,552 shares of the exchange traded fund’s stock worth $5,419,000 after acquiring an additional 561 shares in the last quarter. Finally, Embree Financial Group grew its holdings in iShares Russell 1000 Value ETF by 1.4% in the fourth quarter. Embree Financial Group now owns 6,433 shares of the exchange traded fund’s stock worth $1,191,000 after purchasing an additional 86 shares during the period.

iShares Russell 1000 Value ETF Stock Performance

IWD stock opened at $193.79 on Monday. The firm has a 50 day moving average price of $191.08 and a 200-day moving average price of $187.83. iShares Russell 1000 Value ETF has a 52-week low of $164.34 and a 52-week high of $200.42. The firm has a market capitalization of $60.70 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF Company 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).