Genesis Private Wealth LLC Purchases 5,526 Shares of iShares Russell 1000 Value ETF $IWD

Genesis Private Wealth LLC raised its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 9.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 66,786 shares of the exchange traded fund’s stock after buying an additional 5,526 shares during the period. iShares Russell 1000 Value ETF comprises about 4.4% of Genesis Private Wealth LLC’s holdings, making the stock its 4th largest holding. Genesis Private Wealth LLC’s holdings in iShares Russell 1000 Value ETF were worth $14,048,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of IWD. Arkadios Wealth Advisors lifted its position in shares of iShares Russell 1000 Value ETF by 25.4% during the third quarter. Arkadios Wealth Advisors now owns 73,261 shares of the exchange traded fund’s stock worth $14,915,000 after purchasing an additional 14,842 shares in the last quarter. Americana Partners LLC boosted its stake in shares of iShares Russell 1000 Value ETF by 78.9% in the third quarter. Americana Partners LLC now owns 170,599 shares of the exchange traded fund’s stock valued at $34,732,000 after purchasing an additional 75,256 shares during the period. 1ST Source Bank grew its holdings in shares of iShares Russell 1000 Value ETF by 1.3% in the third quarter. 1ST Source Bank now owns 686,114 shares of the exchange traded fund’s stock valued at $139,686,000 after purchasing an additional 8,737 shares in the last quarter. Cullen Frost Bankers Inc. grew its holdings in shares of iShares Russell 1000 Value ETF by 0.8% in the third quarter. Cullen Frost Bankers Inc. now owns 379,841 shares of the exchange traded fund’s stock valued at $77,332,000 after purchasing an additional 2,894 shares in the last quarter. Finally, Apella Capital LLC increased its stake in iShares Russell 1000 Value ETF by 64.1% during the 3rd quarter. Apella Capital LLC now owns 73,272 shares of the exchange traded fund’s stock worth $14,789,000 after buying an additional 28,614 shares during the period. 84.93% of the stock is owned by institutional investors and hedge funds.

iShares Russell 1000 Value ETF Stock Down 1.2%

Shares of IWD opened at $211.31 on Friday. The company has a market cap of $65.83 billion, a P/E ratio of 18.83 and a beta of 0.89. iShares Russell 1000 Value ETF has a fifty-two week low of $163.19 and a fifty-two week high of $226.39. The firm’s 50 day moving average price is $220.45 and its 200 day moving average price is $211.26.

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.