Bryn Mawr Trust Advisors LLC lifted its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 83.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 72,792 shares of the exchange traded fund’s stock after buying an additional 33,161 shares during the period. Bryn Mawr Trust Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $15,554,000 at the end of the most recent quarter.
Several other institutional investors have also bought and sold shares of the stock. Simplicity Wealth LLC raised its position in iShares Russell 1000 Value ETF by 0.3% in the 1st quarter. Simplicity Wealth LLC now owns 16,034 shares of the exchange traded fund’s stock valued at $3,426,000 after buying an additional 44 shares during the last quarter. Falcon Wealth Planning boosted its holdings in iShares Russell 1000 Value ETF by 3.9% during the 1st quarter. Falcon Wealth Planning now owns 1,204 shares of the exchange traded fund’s stock worth $257,000 after acquiring an additional 45 shares during the last quarter. Members Wealth LLC boosted its holdings in 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 acquiring an additional 46 shares during the last quarter. Cardiff Park Advisors LLC boosted its holdings in 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 acquiring an additional 46 shares during the last quarter. Finally, Sax Wealth Advisors LLC grew its stake in shares of 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 worth $2,013,000 after acquiring 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 IWD stock opened at $247.62 on Tuesday. The firm has a 50-day moving average of $239.50 and a 200-day moving average of $226.60. The company has a market cap of $81.73 billion, a P/E ratio of 18.83 and a beta of 0.84. iShares Russell 1000 Value ETF has a one year low of $191.64 and a one year high of $249.26.
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.
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