FLP Wealth Management LLC Increases Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

FLP Wealth Management LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 377.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 14,246 shares of the company’s stock after purchasing an additional 11,265 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for 2.0% of FLP Wealth Management LLC’s holdings, making the stock its 11th biggest holding. FLP Wealth Management LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $2,009,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Aspiriant LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 33.1% during the fourth quarter. Aspiriant LLC now owns 3,253 shares of the company’s stock worth $459,000 after buying an additional 809 shares during the period. Heck Capital Advisors LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 0.8% in the 4th quarter. Heck Capital Advisors LLC now owns 10,774 shares of the company’s stock worth $1,520,000 after acquiring an additional 81 shares during the last quarter. Blue Trust Inc. lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 32.5% in the 4th quarter. Blue Trust Inc. now owns 2,122 shares of the company’s stock worth $299,000 after acquiring an additional 520 shares during the last quarter. Linden Thomas Advisory Services LLC purchased a new position in shares of iShares Russell Mid-Cap Value ETF during the 4th quarter worth about $354,000. Finally, BTC Capital Management Inc. grew its holdings in iShares Russell Mid-Cap Value ETF by 21.5% during the 4th quarter. BTC Capital Management Inc. now owns 3,181 shares of the company’s stock valued at $449,000 after purchasing an additional 562 shares during the last quarter. Hedge funds and other institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

iShares Russell Mid-Cap Value ETF stock opened at $147.44 on Friday. iShares Russell Mid-Cap Value ETF has a 1-year low of $108.85 and a 1-year high of $154.79. The firm has a market capitalization of $14.33 billion, a P/E ratio of 19.11 and a beta of 1.02. The company’s 50-day moving average is $148.94 and its 200 day moving average is $143.72.

iShares Russell Mid-Cap Value ETF 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.