Occidental Asset Management LLC Decreases Stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Occidental Asset Management LLC reduced its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 5.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 45,520 shares of the company’s stock after selling 2,521 shares during the period. iShares Russell Mid-Cap Value ETF makes up about 1.8% of Occidental Asset Management LLC’s holdings, making the stock its 11th biggest holding. Occidental Asset Management LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $4,057,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Ellis Investment Partners LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the first quarter valued at approximately $26,000. Covenant Multifamily Offices LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter valued at about $26,000. Biltmore Family Office LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 2nd quarter valued at about $28,000. Personal Wealth Partners acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 2nd quarter valued at about $33,000. Finally, Financial Gravity Wealth Inc. acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter valued at about $35,000.

NYSEARCA:IWS traded down $0.11 on Thursday, reaching $84.28. The stock had a trading volume of 28,207 shares, compared to its average volume of 562,936. iShares Russell Mid-Cap Value ETF has a 1-year low of $71.90 and a 1-year high of $92.54. The stock’s fifty day simple moving average is $89.01.

About iShares Russell Mid-Cap Value ETF

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.

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Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

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