iShares Russell 1000 Value ETF $IWD Stake Boosted by Fiduciary Family Office LLC

Fiduciary Family Office LLC boosted its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 21.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,311 shares of the exchange traded fund’s stock after buying an additional 2,537 shares during the period. iShares Russell 1000 Value ETF comprises 0.8% of Fiduciary Family Office LLC’s investment portfolio, making the stock its 18th largest holding. Fiduciary Family Office LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,914,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Clayton Financial Group LLC purchased a new stake in shares of iShares Russell 1000 Value ETF in the 3rd quarter valued at approximately $27,000. Advantage Trust Co purchased a new position in iShares Russell 1000 Value ETF during the 2nd quarter worth approximately $29,000. RMG Wealth Management LLC acquired a new stake in iShares Russell 1000 Value ETF during the 2nd quarter valued at $33,000. Access Investment Management LLC purchased a new stake in shares of iShares Russell 1000 Value ETF in the second quarter valued at $35,000. Finally, Clarity Asset Management Inc. acquired a new stake in shares of iShares Russell 1000 Value ETF in the second quarter worth $35,000. 84.93% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 1000 Value ETF Trading Down 0.1%

Shares of IWD stock opened at $218.99 on Friday. The company has a market capitalization of $70.28 billion, a price-to-earnings ratio of 18.83 and a beta of 0.89. iShares Russell 1000 Value ETF has a 1-year low of $163.19 and a 1-year high of $219.86. The stock’s fifty day simple moving average is $210.39 and its 200-day simple moving average is $203.98.

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.