Auour Investments LLC raised its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 41.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,202 shares of the company’s stock after buying an additional 8,240 shares during the quarter. iShares Russell Mid-Cap Value ETF comprises 1.3% of Auour Investments LLC’s portfolio, making the stock its 22nd biggest holding. Auour Investments LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $3,978,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in the company. Clean Yield Group purchased a new stake in shares of iShares Russell Mid-Cap Value ETF during the 3rd quarter worth approximately $25,000. Financial Consulate Inc. purchased a new position in shares of iShares Russell Mid-Cap Value ETF in the third quarter valued at $29,000. Rossmore Private Capital purchased a new position in shares of iShares Russell Mid-Cap Value ETF in the third quarter valued at $29,000. Triumph Capital Management bought a new stake in iShares Russell Mid-Cap Value ETF in the third quarter worth $29,000. Finally, Center for Financial Planning Inc. increased its position in iShares Russell Mid-Cap Value ETF by 113.8% in the third quarter. Center for Financial Planning Inc. now owns 248 shares of the company’s stock worth $35,000 after purchasing an additional 132 shares during the last quarter. Institutional investors own 80.17% of the company’s stock.
iShares Russell Mid-Cap Value ETF Stock Up 0.7%
iShares Russell Mid-Cap Value ETF stock opened at $145.73 on Wednesday. iShares Russell Mid-Cap Value ETF has a 52-week low of $108.85 and a 52-week high of $154.79. The firm’s fifty day moving average is $149.35 and its 200 day moving average is $143.43. The company has a market cap of $14.49 billion, a price-to-earnings ratio of 19.11 and a beta of 1.02.
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.
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