Falcon Wealth Planning Increases Stock Holdings in iShares Russell 1000 Value ETF $IWD

Falcon Wealth Planning raised its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 6.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,166 shares of the exchange traded fund’s stock after acquiring an additional 71 shares during the quarter. Falcon Wealth Planning’s holdings in iShares Russell 1000 Value ETF were worth $226,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of the business. InvesTrust grew its holdings in iShares Russell 1000 Value ETF by 0.6% during the 2nd quarter. InvesTrust now owns 10,331 shares of the exchange traded fund’s stock valued at $2,007,000 after buying an additional 59 shares during the last quarter. U.S. Capital Wealth Advisors LLC grew its position in shares of iShares Russell 1000 Value ETF by 0.6% in the second quarter. U.S. Capital Wealth Advisors LLC now owns 10,150 shares of the exchange traded fund’s stock valued at $1,971,000 after purchasing an additional 59 shares during the period. Armstrong Advisory Group Inc. increased its stake in shares of iShares Russell 1000 Value ETF by 3.0% during the 2nd quarter. Armstrong Advisory Group Inc. now owns 2,115 shares of the exchange traded fund’s stock valued at $411,000 after acquiring an additional 61 shares during the last quarter. Gries Financial LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 0.6% during the 2nd quarter. Gries Financial LLC now owns 11,108 shares of the exchange traded fund’s stock worth $2,158,000 after acquiring an additional 61 shares during the period. Finally, Bond & Devick Financial Network Inc. boosted its holdings in shares of iShares Russell 1000 Value ETF by 0.6% in the 1st quarter. Bond & Devick Financial Network Inc. now owns 10,592 shares of the exchange traded fund’s stock valued at $1,993,000 after purchasing an additional 63 shares during the last quarter. Hedge funds and other institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Trading Down 0.5%

IWD stock opened at $201.29 on Friday. The stock has a 50-day moving average price of $199.41 and a two-hundred day moving average price of $191.10. The company has a market cap of $63.53 billion, a PE ratio of 18.83 and a beta of 0.95. iShares Russell 1000 Value ETF has a 12-month low of $163.19 and a 12-month high of $204.02.

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).