Cassaday & Co Wealth Management LLC Has $138.63 Million Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

Cassaday & Co Wealth Management LLC grew its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 1.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 992,566 shares of the company’s stock after buying an additional 15,603 shares during the period. iShares Russell Mid-Cap Value ETF makes up 3.2% of Cassaday & Co Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding. Cassaday & Co Wealth Management LLC owned about 1.00% of iShares Russell Mid-Cap Value ETF worth $138,632,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Clearstead Trust LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the 2nd quarter valued at $25,000. Clean Yield Group bought a new stake in iShares Russell Mid-Cap Value ETF in the third quarter valued at $25,000. Westside Investment Management Inc. raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 108.3% during the second quarter. Westside Investment Management Inc. now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 104 shares during the period. Financial Consulate Inc. bought a new position in shares of iShares Russell Mid-Cap Value ETF during the 3rd quarter worth about $29,000. Finally, Rossmore Private Capital bought a new position in shares of iShares Russell Mid-Cap Value ETF during the 3rd quarter worth about $29,000. Institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS opened at $152.27 on Tuesday. iShares Russell Mid-Cap Value ETF has a one year low of $108.85 and a one year high of $154.26. The company has a market cap of $15.14 billion, a PE ratio of 19.11 and a beta of 1.02. The stock has a 50-day moving average of $146.20 and a 200-day moving average of $141.07.

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.