CFS Investment Advisory Services LLC Has $40.45 Million Stake in iShares Russell 1000 Value ETF $IWD

CFS Investment Advisory Services LLC trimmed its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 178,071 shares of the exchange traded fund’s stock after selling 7,287 shares during the quarter. iShares Russell 1000 Value ETF comprises about 2.8% of CFS Investment Advisory Services LLC’s portfolio, making the stock its 4th biggest position. CFS Investment Advisory Services LLC owned approximately 0.06% of iShares Russell 1000 Value ETF worth $40,449,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Reyes Financial Architecture Inc. acquired a new stake in iShares Russell 1000 Value ETF during the fourth quarter worth approximately $25,000. IFC & Insurance Marketing Inc. bought a new stake in iShares Russell 1000 Value ETF in the fourth quarter worth approximately $28,000. MBM Wealth Consultants LLC acquired a new position in iShares Russell 1000 Value ETF in the first quarter valued at approximately $29,000. Holos Integrated Wealth LLC acquired a new position in iShares Russell 1000 Value ETF in the fourth quarter valued at approximately $31,000. Finally, Grand Wealth Management LLC bought a new position in shares of iShares Russell 1000 Value ETF during the 4th quarter worth approximately $31,000. Institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Down 1.0%

Shares of IWD stock opened at $245.20 on Thursday. The company has a market cap of $80.98 billion, a price-to-earnings ratio of 18.83 and a beta of 0.84. iShares Russell 1000 Value ETF has a 52 week low of $191.64 and a 52 week high of $249.26. The firm has a 50 day moving average of $238.39 and a 200-day moving average of $225.84.

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.