Tanglewood Legacy Advisors LLC Has $5.12 Million Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Tanglewood Legacy Advisors LLC reduced its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,670 shares of the exchange traded fund’s stock after selling 289 shares during the period. iShares Russell 1000 Value ETF accounts for 2.2% of Tanglewood Legacy Advisors LLC’s holdings, making the stock its 8th biggest holding. Tanglewood Legacy Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $5,123,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Greenwood Gearhart Inc. raised its holdings in shares of iShares Russell 1000 Value ETF by 1.7% in 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. Sigma Investment Counselors Inc. grew its holdings in iShares Russell 1000 Value ETF by 0.9% during the 3rd quarter. Sigma Investment Counselors Inc. now owns 6,005 shares of the exchange traded fund’s stock worth $1,140,000 after acquiring an additional 55 shares in the last quarter. Signature Wealth Management Partners LLC increased its position in 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 period. PBMares Wealth Management LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 2.4% in the 4th 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. Finally, Farmers & Merchants Investments Inc. lifted its position in shares of iShares Russell 1000 Value ETF by 0.8% in the 3rd quarter. Farmers & Merchants Investments Inc. now owns 7,046 shares of the exchange traded fund’s stock worth $1,337,000 after purchasing an additional 57 shares during the period.

iShares Russell 1000 Value ETF Stock Performance

NYSEARCA IWD opened at $194.48 on Friday. The company has a market cap of $60.92 billion, a PE ratio of 17.81 and a beta of 0.77. The firm’s 50 day moving average price is $190.07 and its 200-day moving average price is $189.21. iShares Russell 1000 Value ETF has a 52-week low of $167.43 and a 52-week high of $200.42.

About iShares Russell 1000 Value ETF

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).