iShares Russell 1000 Value ETF $IWD Shares Purchased by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC increased its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 57.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,994 shares of the exchange traded fund’s stock after buying an additional 2,181 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,164,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Truvestments Capital LLC acquired a new position in shares of iShares Russell 1000 Value ETF during the 1st quarter valued at about $25,000. GKV Capital Management Co. Inc. purchased a new stake in iShares Russell 1000 Value ETF in the first quarter valued at approximately $27,000. Advantage Trust Co purchased a new stake in iShares Russell 1000 Value ETF in the second quarter valued at approximately $29,000. RMG Wealth Management LLC acquired a new position in iShares Russell 1000 Value ETF during the second quarter worth approximately $33,000. Finally, Valley Wealth Managers Inc. raised its stake in iShares Russell 1000 Value ETF by 78.0% during the first quarter. Valley Wealth Managers Inc. now owns 210 shares of the exchange traded fund’s stock worth $40,000 after purchasing an additional 92 shares during the period. Hedge funds and other institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Up 0.4%

Shares of IWD opened at $205.09 on Friday. iShares Russell 1000 Value ETF has a fifty-two week low of $163.19 and a fifty-two week high of $206.01. The company’s fifty day moving average is $202.24 and its two-hundred day moving average is $193.62. The firm has a market cap of $64.86 billion, a PE ratio of 18.83 and a beta of 0.95.

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).