XY Planning Network Inc. Sells 1,623 Shares of iShares Russell 3000 ETF $IWV

XY Planning Network Inc. trimmed its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 18.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,990 shares of the company’s stock after selling 1,623 shares during the quarter. XY Planning Network Inc.’s holdings in iShares Russell 3000 ETF were worth $2,704,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Annex Advisory Services LLC bought a new position in shares of iShares Russell 3000 ETF during the 4th quarter valued at approximately $780,000. Farther Finance Advisors LLC boosted its position in shares of iShares Russell 3000 ETF by 17.0% during the 4th quarter. Farther Finance Advisors LLC now owns 3,390 shares of the company’s stock valued at $1,311,000 after acquiring an additional 492 shares during the last quarter. Bingham Private Wealth LLC bought a new position in shares of iShares Russell 3000 ETF during the 4th quarter valued at approximately $267,000. Galvin Gaustad & Stein LLC bought a new position in shares of iShares Russell 3000 ETF during the 4th quarter valued at approximately $305,000. Finally, Patten Group Inc. boosted its position in shares of iShares Russell 3000 ETF by 65.4% during the 4th quarter. Patten Group Inc. now owns 1,583 shares of the company’s stock valued at $612,000 after acquiring an additional 626 shares during the last quarter.

iShares Russell 3000 ETF Stock Performance

NYSEARCA IWV opened at $398.35 on Thursday. The company has a market capitalization of $18.54 billion, a P/E ratio of 25.11 and a beta of 1.01. iShares Russell 3000 ETF has a one year low of $288.86 and a one year high of $398.54. The stock has a 50 day moving average price of $383.32 and a 200-day moving average price of $385.16.

iShares Russell 3000 ETF Company Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.