Horizon Wealth Management LLC Acquires 3,615 Shares of iShares Russell 1000 Value ETF $IWD

Horizon Wealth Management LLC grew its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 54.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,286 shares of the exchange traded fund’s stock after purchasing an additional 3,615 shares during the period. Horizon Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,198,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Falcon Wealth Planning boosted its holdings in iShares Russell 1000 Value ETF by 3.9% during the first quarter. Falcon Wealth Planning now owns 1,204 shares of the exchange traded fund’s stock worth $257,000 after purchasing an additional 45 shares during the last quarter. Members Wealth LLC increased its stake in iShares Russell 1000 Value ETF by 3.6% in the 1st quarter. Members Wealth LLC now owns 1,330 shares of the exchange traded fund’s stock valued at $301,000 after buying an additional 46 shares during the last quarter. Cardiff Park Advisors LLC increased its stake in iShares Russell 1000 Value ETF by 0.6% in the 4th quarter. Cardiff Park Advisors LLC now owns 7,433 shares of the exchange traded fund’s stock valued at $1,563,000 after buying an additional 46 shares during the last quarter. Sax Wealth Advisors LLC increased its stake in iShares Russell 1000 Value ETF by 0.5% in the 4th quarter. Sax Wealth Advisors LLC now owns 9,571 shares of the exchange traded fund’s stock valued at $2,013,000 after buying an additional 49 shares during the last quarter. Finally, Cibc World Market Inc. lifted its position in iShares Russell 1000 Value ETF by 3.1% during the 4th quarter. Cibc World Market Inc. now owns 1,646 shares of the exchange traded fund’s stock worth $346,000 after buying an additional 49 shares in the last quarter. Institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Price Performance

Shares of NYSEARCA:IWD opened at $243.88 on Thursday. The company’s 50-day moving average price is $236.42 and its two-hundred day moving average price is $224.55. iShares Russell 1000 Value ETF has a one year low of $191.64 and a one year high of $245.71. The stock has a market capitalization of $79.93 billion, a PE ratio of 18.83 and a beta of 0.84.

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). 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.