Dougherty Wealth Advisers LLC Has $141,000 Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

Dougherty Wealth Advisers LLC decreased its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 80.3% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 1,065 shares of the company’s stock after selling 4,349 shares during the period. Dougherty Wealth Advisers LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $141,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Lloyd Advisory Services LLC. raised its holdings in iShares Russell Mid-Cap Value ETF by 20.1% during the second quarter. Lloyd Advisory Services LLC. now owns 3,066 shares of the company’s stock worth $405,000 after buying an additional 514 shares during the last quarter. Mesirow Financial Investment Management Inc. raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 171.2% in the first quarter. Mesirow Financial Investment Management Inc. now owns 10,590 shares of the company’s stock valued at $1,334,000 after purchasing an additional 6,685 shares during the last quarter. Neumann Capital Management LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF in the second quarter valued at about $201,000. Washington Trust Bank raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 55.4% in the first quarter. Washington Trust Bank now owns 17,597 shares of the company’s stock valued at $2,217,000 after purchasing an additional 6,276 shares during the last quarter. Finally, OLD National Bancorp IN purchased a new stake in shares of iShares Russell Mid-Cap Value ETF in the first quarter valued at about $324,000. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS stock opened at $140.93 on Monday. The firm has a 50-day moving average of $137.52 and a 200-day moving average of $130.84. The company has a market cap of $14.24 billion, a P/E ratio of 19.11 and a beta of 1.08. iShares Russell Mid-Cap Value ETF has a one year low of $108.85 and a one year high of $141.68.

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.