Oarsman Capital Inc. Boosts Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Oarsman Capital Inc. raised its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,213 shares of the exchange traded fund’s stock after purchasing an additional 140 shares during the quarter. iShares Russell 1000 Value ETF accounts for approximately 0.7% of Oarsman Capital Inc.’s investment portfolio, making the stock its 29th largest holding. Oarsman Capital Inc.’s holdings in iShares Russell 1000 Value ETF were worth $3,742,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Raymond James Financial Inc. bought a new position in shares of iShares Russell 1000 Value ETF during the 4th quarter worth $972,637,000. Wells Fargo & Company MN grew its holdings in iShares Russell 1000 Value ETF by 36.6% during the 4th quarter. Wells Fargo & Company MN now owns 6,284,015 shares of the exchange traded fund’s stock worth $1,163,360,000 after acquiring an additional 1,683,297 shares in the last quarter. Prudential Financial Inc. increased its position in iShares Russell 1000 Value ETF by 52.8% during the 4th quarter. Prudential Financial Inc. now owns 2,966,613 shares of the exchange traded fund’s stock valued at $549,209,000 after purchasing an additional 1,025,357 shares during the period. JPMorgan Chase & Co. raised its holdings in shares of iShares Russell 1000 Value ETF by 7.8% in the 4th quarter. JPMorgan Chase & Co. now owns 9,252,043 shares of the exchange traded fund’s stock valued at $1,712,831,000 after purchasing an additional 671,710 shares in the last quarter. Finally, Franklin Resources Inc. lifted its position in shares of iShares Russell 1000 Value ETF by 118.9% in the 4th quarter. Franklin Resources Inc. now owns 936,279 shares of the exchange traded fund’s stock worth $173,333,000 after purchasing an additional 508,506 shares during the period.

iShares Russell 1000 Value ETF Stock Performance

NYSEARCA IWD opened at $170.39 on Friday. The company has a market cap of $56.03 billion, a PE ratio of 19.48 and a beta of 0.90. iShares Russell 1000 Value ETF has a 52-week low of $168.85 and a 52-week high of $200.42. The firm’s 50 day moving average price is $190.40 and its 200-day moving average price is $190.71.

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).