iShares Russell Mid-Cap Value ETF $IWS Shares Bought by AE Wealth Management LLC

AE Wealth Management LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 2.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 377,481 shares of the company’s stock after acquiring an additional 10,529 shares during the quarter. AE Wealth Management LLC owned about 0.38% of iShares Russell Mid-Cap Value ETF worth $53,244,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Cassaday & Co Wealth Management LLC increased its position in iShares Russell Mid-Cap Value ETF by 1.6% during the 3rd quarter. Cassaday & Co Wealth Management LLC now owns 992,566 shares of the company’s stock worth $138,632,000 after purchasing an additional 15,603 shares in the last quarter. First Citizens Bank & Trust Co. boosted its holdings in iShares Russell Mid-Cap Value ETF by 3.1% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 2,698,999 shares of the company’s stock worth $376,969,000 after acquiring an additional 80,032 shares during the period. First Horizon Corp purchased a new position in iShares Russell Mid-Cap Value ETF in the 3rd quarter worth approximately $11,141,000. Anchor Capital Advisors LLC boosted its holdings in iShares Russell Mid-Cap Value ETF by 10.5% in the 3rd quarter. Anchor Capital Advisors LLC now owns 214,223 shares of the company’s stock worth $29,920,000 after acquiring an additional 20,298 shares during the period. Finally, Assetmark Inc. boosted its holdings in iShares Russell Mid-Cap Value ETF by 1,496.5% in the 3rd quarter. Assetmark Inc. now owns 98,487 shares of the company’s stock worth $13,756,000 after acquiring an additional 92,318 shares during the period. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Stock Up 0.5%

NYSEARCA IWS opened at $153.89 on Friday. The stock has a market cap of $14.68 billion, a PE ratio of 19.11 and a beta of 0.98. iShares Russell Mid-Cap Value ETF has a fifty-two week low of $114.67 and a fifty-two week high of $154.79. The business has a 50 day moving average price of $149.57 and a two-hundred day moving average price of $144.54.

iShares Russell Mid-Cap Value ETF Company Profile

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.