Custos Family Office LLC Lowers Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Custos Family Office LLC reduced its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 9.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,408 shares of the exchange traded fund’s stock after selling 1,178 shares during the quarter. iShares Russell 1000 Value ETF comprises approximately 0.7% of Custos Family Office LLC’s holdings, making the stock its 24th largest position. Custos Family Office LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,112,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Greenwood Gearhart Inc. grew its stake in iShares Russell 1000 Value ETF by 1.7% during the third quarter. Greenwood Gearhart Inc. now owns 3,212 shares of the exchange traded fund’s stock valued at $610,000 after acquiring an additional 54 shares in the last quarter. Signature Wealth Management Partners LLC boosted its holdings in shares of iShares Russell 1000 Value ETF by 4.7% during the 4th quarter. Signature Wealth Management Partners LLC now owns 1,223 shares of the exchange traded fund’s stock valued at $226,000 after purchasing an additional 55 shares during the last quarter. PBMares Wealth Management LLC grew its position in shares of iShares Russell 1000 Value ETF by 2.4% during the fourth quarter. PBMares Wealth Management LLC now owns 2,378 shares of the exchange traded fund’s stock valued at $440,000 after purchasing an additional 55 shares in the last quarter. Bedel Financial Consulting Inc. increased its holdings in shares of iShares Russell 1000 Value ETF by 1.3% in the fourth quarter. Bedel Financial Consulting Inc. now owns 4,404 shares of the exchange traded fund’s stock worth $856,000 after purchasing an additional 57 shares during the last quarter. Finally, Global Trust Asset Management LLC lifted its position in shares of iShares Russell 1000 Value ETF by 3.0% in the fourth quarter. Global Trust Asset Management LLC now owns 2,257 shares of the exchange traded fund’s stock worth $418,000 after buying an additional 66 shares in the last quarter.

iShares Russell 1000 Value ETF Price Performance

NYSEARCA IWD opened at $188.60 on Tuesday. iShares Russell 1000 Value ETF has a 1-year low of $168.85 and a 1-year high of $200.42. The business has a 50 day simple moving average of $191.18 and a two-hundred day simple moving average of $190.69. The stock has a market capitalization of $61.00 billion, a PE ratio of 19.31 and a beta of 0.97.

iShares Russell 1000 Value ETF Company 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).