SlateStone Wealth LLC Has $10.42 Million Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

SlateStone Wealth LLC boosted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 16.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,271 shares of the exchange traded fund’s stock after purchasing an additional 7,906 shares during the period. iShares Russell 1000 Value ETF accounts for approximately 1.0% of SlateStone Wealth LLC’s holdings, making the stock its 29th largest holding. SlateStone Wealth LLC’s holdings in iShares Russell 1000 Value ETF were worth $10,417,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Envestnet Portfolio Solutions Inc. increased its holdings in iShares Russell 1000 Value ETF by 28.6% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 209,921 shares of the exchange traded fund’s stock valued at $38,863,000 after purchasing an additional 46,642 shares in the last quarter. Ironsides Asset Advisors LLC increased its holdings in iShares Russell 1000 Value ETF by 0.5% during the 4th quarter. Ironsides Asset Advisors LLC now owns 14,439 shares of the exchange traded fund’s stock valued at $2,673,000 after purchasing an additional 74 shares in the last quarter. one8zero8 LLC acquired a new stake in iShares Russell 1000 Value ETF during the 4th quarter valued at $50,000. Kestra Advisory Services LLC increased its holdings in iShares Russell 1000 Value ETF by 3.8% during the 4th quarter. Kestra Advisory Services LLC now owns 215,298 shares of the exchange traded fund’s stock valued at $39,858,000 after purchasing an additional 7,800 shares in the last quarter. Finally, Associated Banc Corp increased its holdings in iShares Russell 1000 Value ETF by 0.4% during the 4th quarter. Associated Banc Corp now owns 40,040 shares of the exchange traded fund’s stock valued at $7,413,000 after purchasing an additional 150 shares in the last quarter.

iShares Russell 1000 Value ETF Price Performance

IWD stock opened at $186.13 on Friday. The business has a fifty day moving average price of $191.13 and a 200 day moving average price of $190.64. The stock has a market capitalization of $60.20 billion, a price-to-earnings ratio of 19.31 and a beta of 0.97. iShares Russell 1000 Value ETF has a fifty-two week low of $168.85 and a fifty-two week high of $200.42.

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).