iShares Russell 1000 Value ETF (NYSEARCA:IWD) Position Raised by Sonata Capital Group Inc.

Sonata Capital Group Inc. lifted its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 64,084 shares of the exchange traded fund’s stock after purchasing an additional 323 shares during the quarter. iShares Russell 1000 Value ETF accounts for approximately 4.9% of Sonata Capital Group Inc.’s portfolio, making the stock its 4th largest holding. Sonata Capital Group Inc.’s holdings in iShares Russell 1000 Value ETF were worth $11,864,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Ritholtz Wealth Management increased its holdings in iShares Russell 1000 Value ETF by 52.7% in the third quarter. Ritholtz Wealth Management now owns 5,988 shares of the exchange traded fund’s stock valued at $1,136,000 after buying an additional 2,067 shares in the last quarter. Concourse Financial Group Securities Inc. boosted its stake in shares of iShares Russell 1000 Value ETF by 3.0% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 1,834 shares of the exchange traded fund’s stock worth $348,000 after acquiring an additional 53 shares in the last quarter. Koshinski Asset Management Inc. grew its position in shares of iShares Russell 1000 Value ETF by 7.1% during the 3rd quarter. Koshinski Asset Management Inc. now owns 1,464 shares of the exchange traded fund’s stock valued at $278,000 after acquiring an additional 97 shares during the period. Oliver Luxxe Assets LLC increased its stake in shares of iShares Russell 1000 Value ETF by 6.2% in the 3rd quarter. Oliver Luxxe Assets LLC now owns 2,774 shares of the exchange traded fund’s stock valued at $526,000 after purchasing an additional 162 shares in the last quarter. Finally, Stablepoint Partners LLC acquired a new position in iShares Russell 1000 Value ETF in the 3rd quarter worth about $298,000.

iShares Russell 1000 Value ETF Trading Up 0.2 %

Shares of IWD opened at $194.11 on Wednesday. The firm has a market cap of $60.80 billion, a P/E ratio of 17.81 and a beta of 0.77. iShares Russell 1000 Value ETF has a 12 month low of $164.34 and a 12 month high of $200.42. The stock’s 50 day moving average is $190.29 and its two-hundred day moving average is $188.98.

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).