iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Acquired by Congress Wealth Management LLC DE

Congress Wealth Management LLC DE increased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 7.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 92,096 shares of the exchange traded fund’s stock after buying an additional 6,597 shares during the quarter. Congress Wealth Management LLC DE’s holdings in iShares Russell 1000 Value ETF were worth $17,050,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the business. Rialto Wealth Management LLC acquired a new stake in shares of iShares Russell 1000 Value ETF in the 4th quarter worth approximately $676,000. Massachusetts Financial Services Co. MA lifted its position in iShares Russell 1000 Value ETF by 13.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 130,392 shares of the exchange traded fund’s stock worth $24,748,000 after purchasing an additional 14,966 shares during the period. Rebalance LLC boosted its stake in iShares Russell 1000 Value ETF by 0.7% during the 4th quarter. Rebalance LLC now owns 42,010 shares of the exchange traded fund’s stock valued at $7,777,000 after purchasing an additional 306 shares in the last quarter. Wedmont Private Capital increased its position in shares of iShares Russell 1000 Value ETF by 49.5% during the 4th quarter. Wedmont Private Capital now owns 4,083 shares of the exchange traded fund’s stock valued at $750,000 after purchasing an additional 1,351 shares during the period. Finally, Strategic Financial Concepts LLC raised its stake in shares of iShares Russell 1000 Value ETF by 18,440.5% in the 4th quarter. Strategic Financial Concepts LLC now owns 420,683 shares of the exchange traded fund’s stock worth $77,881,000 after buying an additional 418,414 shares in the last quarter.

iShares Russell 1000 Value ETF Stock Up 1.4 %

Shares of IWD stock opened at $189.75 on Tuesday. The stock has a 50-day simple moving average of $191.44 and a 200 day simple moving average of $190.74. The stock has a market capitalization of $61.37 billion, a P/E 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).