iShares Russell Mid-Cap Value ETF $IWS Shares Sold by B. Riley Wealth Advisors Inc.

B. Riley Wealth Advisors Inc. lowered its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 41.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,847 shares of the company’s stock after selling 4,085 shares during the quarter. B. Riley Wealth Advisors Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $817,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Cullen Frost Bankers Inc. boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 6.9% during the third quarter. Cullen Frost Bankers Inc. now owns 6,264 shares of the company’s stock worth $875,000 after purchasing an additional 405 shares during the last quarter. Whittier Trust Co. of Nevada Inc. increased its stake in iShares Russell Mid-Cap Value ETF by 1.7% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 18,010 shares of the company’s stock valued at $2,538,000 after purchasing an additional 299 shares during the last quarter. First Citizens Bank & Trust Co. lifted its position in iShares Russell Mid-Cap Value ETF by 3.1% during the third quarter. First Citizens Bank & Trust Co. now owns 2,698,999 shares of the company’s stock worth $376,969,000 after buying an additional 80,032 shares during the period. Sagespring Wealth Partners LLC grew its holdings in iShares Russell Mid-Cap Value ETF by 3.9% in the 3rd quarter. Sagespring Wealth Partners LLC now owns 3,306 shares of the company’s stock valued at $462,000 after buying an additional 125 shares during the period. Finally, Rossmore Private Capital purchased a new stake in iShares Russell Mid-Cap Value ETF in the 3rd quarter valued at about $29,000. 80.17% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS stock opened at $148.13 on Wednesday. The firm has a market cap of $14.81 billion, a P/E ratio of 19.11 and a beta of 1.02. iShares Russell Mid-Cap Value ETF has a 1-year low of $108.85 and a 1-year high of $150.03. The firm’s 50-day simple moving average is $143.25 and its 200-day simple moving average is $139.63.

About iShares Russell Mid-Cap Value ETF

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.