Stephens Inc. AR decreased its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 6.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 582,984 shares of the exchange traded fund’s stock after selling 38,177 shares during the period. iShares Russell 1000 Value ETF accounts for approximately 1.6% of Stephens Inc. AR’s holdings, making the stock its 10th largest position. Stephens Inc. AR owned approximately 0.18% of iShares Russell 1000 Value ETF worth $124,586,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also modified their holdings of IWD. Falcon Wealth Planning boosted its position 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 valued at $257,000 after purchasing an additional 45 shares during the last quarter. Members Wealth LLC increased its position in shares of iShares Russell 1000 Value ETF by 3.6% during the 1st quarter. Members Wealth LLC now owns 1,330 shares of the exchange traded fund’s stock worth $301,000 after purchasing an additional 46 shares during the last quarter. Cardiff Park Advisors LLC raised its stake in shares of iShares Russell 1000 Value ETF by 0.6% during the 4th quarter. Cardiff Park Advisors LLC now owns 7,433 shares of the exchange traded fund’s stock worth $1,563,000 after purchasing an additional 46 shares in the last quarter. Sax Wealth Advisors LLC raised its stake in shares of iShares Russell 1000 Value ETF by 0.5% during the 4th quarter. Sax Wealth Advisors LLC now owns 9,571 shares of the exchange traded fund’s stock worth $2,013,000 after purchasing an additional 49 shares in the last quarter. Finally, Cibc World Market Inc. boosted its holdings in shares of iShares Russell 1000 Value ETF by 3.1% in the 4th quarter. Cibc World Market Inc. now owns 1,646 shares of the exchange traded fund’s stock valued at $346,000 after buying an additional 49 shares during the last quarter. Institutional investors and hedge funds own 84.93% of the company’s stock.
iShares Russell 1000 Value ETF Stock Performance
NYSEARCA IWD opened at $246.81 on Monday. iShares Russell 1000 Value ETF has a 12 month low of $191.64 and a 12 month high of $246.94. The stock has a 50 day moving average of $237.24 and a 200-day moving average of $225.04. The company has a market cap of $80.94 billion, a PE ratio of 18.83 and a beta of 0.84.
iShares Russell 1000 Value ETF 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.
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