CFS Investment Advisory Services LLC Has $38.99 Million Stock Holdings in iShares Russell 1000 Value ETF $IWD

CFS Investment Advisory Services LLC boosted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 16.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 185,358 shares of the exchange traded fund’s stock after purchasing an additional 26,727 shares during the quarter. iShares Russell 1000 Value ETF comprises 2.8% of CFS Investment Advisory Services LLC’s portfolio, making the stock its 5th largest position. CFS Investment Advisory Services LLC owned approximately 0.06% of iShares Russell 1000 Value ETF worth $38,988,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Reyes Financial Architecture Inc. purchased a new stake in iShares Russell 1000 Value ETF in the fourth quarter worth about $25,000. Holos Integrated Wealth LLC purchased a new stake in iShares Russell 1000 Value ETF in the fourth quarter worth about $31,000. Grand Wealth Management LLC purchased a new stake in iShares Russell 1000 Value ETF in the fourth quarter worth about $31,000. Eagle Bay Advisors LLC purchased a new stake in iShares Russell 1000 Value ETF in the fourth quarter worth about $36,000. Finally, Key Capital Management INC purchased a new stake in iShares Russell 1000 Value ETF in the fourth quarter worth about $40,000. Hedge funds and other institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Performance

Shares of IWD opened at $238.03 on Friday. The stock has a market cap of $76.46 billion, a PE ratio of 18.83 and a beta of 0.84. iShares Russell 1000 Value ETF has a fifty-two week low of $186.64 and a fifty-two week high of $239.17. The firm’s 50-day simple moving average is $225.38 and its two-hundred day simple moving average is $218.87.

About iShares Russell 1000 Value ETF

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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.