iShares Russell Mid-Cap Value ETF $IWS Shares Sold by B. Riley Wealth Advisors Inc.

B. Riley Wealth Advisors Inc. trimmed its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 41.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,847 shares of the company’s stock after selling 4,085 shares during the quarter. B. Riley Wealth Advisors Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $817,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Cullen Frost Bankers Inc. lifted its stake in iShares Russell Mid-Cap Value ETF by 6.9% during the third quarter. Cullen Frost Bankers Inc. now owns 6,264 shares of the company’s stock worth $875,000 after purchasing an additional 405 shares during the last quarter. Whittier Trust Co. of Nevada Inc. raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.7% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 18,010 shares of the company’s stock worth $2,538,000 after purchasing an additional 299 shares during the period. First Citizens Bank & Trust Co. boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 3.1% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 2,698,999 shares of the company’s stock valued at $376,969,000 after buying an additional 80,032 shares during the period. Sagespring Wealth Partners LLC raised its stake in iShares Russell Mid-Cap Value ETF by 3.9% during the third quarter. Sagespring Wealth Partners LLC now owns 3,306 shares of the company’s stock worth $462,000 after acquiring an additional 125 shares during the period. Finally, Rossmore Private Capital bought a new position in iShares Russell Mid-Cap Value ETF in the third quarter worth about $29,000. 80.17% of the stock is owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS stock opened at $148.13 on Wednesday. The company has a market cap of $14.81 billion, a P/E ratio of 19.11 and a beta of 1.02. The business has a 50 day moving average of $143.25 and a two-hundred day moving average of $139.63. iShares Russell Mid-Cap Value ETF has a 52 week low of $108.85 and a 52 week high of $150.03.

iShares Russell Mid-Cap Value ETF Company Profile

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.