Ashford Advisors LLC Has $700,000 Stock Holdings in iShares Russell 3000 ETF $IWV

Ashford Advisors LLC lowered its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 69.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 1,848 shares of the company’s stock after selling 4,294 shares during the quarter. iShares Russell 3000 ETF accounts for approximately 0.2% of Ashford Advisors LLC’s portfolio, making the stock its 13th biggest position. Ashford Advisors LLC’s holdings in iShares Russell 3000 ETF were worth $700,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in IWV. KPP Advisory Services LLC raised its stake in iShares Russell 3000 ETF by 48.5% during the 3rd quarter. KPP Advisory Services LLC now owns 971 shares of the company’s stock worth $368,000 after buying an additional 317 shares during the period. Whittier Trust Co. increased its holdings in shares of iShares Russell 3000 ETF by 0.4% during the third quarter. Whittier Trust Co. now owns 19,043 shares of the company’s stock valued at $7,251,000 after acquiring an additional 72 shares in the last quarter. Patten & Patten Inc. TN acquired a new position in shares of iShares Russell 3000 ETF during the third quarter worth approximately $776,000. Rossmore Private Capital raised its position in shares of iShares Russell 3000 ETF by 7.2% during the third quarter. Rossmore Private Capital now owns 3,047 shares of the company’s stock worth $1,155,000 after purchasing an additional 205 shares during the period. Finally, Global View Capital Management LLC lifted its holdings in shares of iShares Russell 3000 ETF by 57.6% in the 3rd quarter. Global View Capital Management LLC now owns 1,789 shares of the company’s stock worth $678,000 after purchasing an additional 654 shares in the last quarter.

iShares Russell 3000 ETF Trading Up 0.3%

NYSEARCA IWV opened at $395.84 on Wednesday. The company has a market cap of $18.66 billion, a P/E ratio of 25.11 and a beta of 1.02. The company has a fifty day simple moving average of $388.58 and a 200 day simple moving average of $377.94. iShares Russell 3000 ETF has a 12-month low of $273.60 and a 12-month high of $396.27.

iShares Russell 3000 ETF Company Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.