Ashford Advisors LLC Has $700,000 Position in iShares Russell 3000 ETF $IWV

Ashford Advisors LLC decreased its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 69.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,848 shares of the company’s stock after selling 4,294 shares during the period. iShares Russell 3000 ETF accounts for about 0.2% of Ashford Advisors LLC’s holdings, making the stock its 13th biggest holding. Ashford Advisors LLC’s holdings in iShares Russell 3000 ETF were worth $700,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Caldwell Trust Co bought a new stake in iShares Russell 3000 ETF in the second quarter valued at approximately $34,000. Center for Financial Planning Inc. lifted its position in shares of iShares Russell 3000 ETF by 214.3% in the 2nd quarter. Center for Financial Planning Inc. now owns 176 shares of the company’s stock worth $62,000 after purchasing an additional 120 shares during the period. Arcadia Investment Management Corp MI bought a new stake in shares of iShares Russell 3000 ETF in the 3rd quarter valued at $66,000. JNBA Financial Advisors increased its position in shares of iShares Russell 3000 ETF by 24.4% during the second quarter. JNBA Financial Advisors now owns 240 shares of the company’s stock worth $84,000 after buying an additional 47 shares during the period. Finally, Huntington National Bank increased its position in shares of iShares Russell 3000 ETF by 261.5% during the second quarter. Huntington National Bank now owns 282 shares of the company’s stock worth $99,000 after buying an additional 204 shares during the period.

iShares Russell 3000 ETF Trading Up 0.3%

Shares of IWV opened at $395.84 on Wednesday. The firm’s fifty day simple moving average is $388.58 and its two-hundred day simple moving average is $377.94. iShares Russell 3000 ETF has a 12 month low of $273.60 and a 12 month high of $396.27. The stock has a market capitalization of $18.66 billion, a P/E ratio of 25.11 and a beta of 1.02.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.