M.D. Sass LLC grew its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 45.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 32,984 shares of the exchange traded fund’s stock after acquiring an additional 10,233 shares during the period. iShares Russell 1000 Value ETF accounts for approximately 0.5% of M.D. Sass LLC’s portfolio, making the stock its 29th largest holding. M.D. Sass LLC’s holdings in iShares Russell 1000 Value ETF were worth $7,048,000 as of its most recent SEC filing.
A number of other large investors have also recently made changes to their positions in the stock. Modern Wealth Management LLC purchased a new stake in iShares Russell 1000 Value ETF during the 1st quarter worth about $1,238,000. Keebeck Wealth Management grew its holdings in iShares Russell 1000 Value ETF by 27.1% during the 1st quarter. Keebeck Wealth Management now owns 1,703 shares of the exchange traded fund’s stock valued at $364,000 after buying an additional 363 shares in the last quarter. Aspen Grove Capital LLC grew its holdings in iShares Russell 1000 Value ETF by 1.5% during the 1st quarter. Aspen Grove Capital LLC now owns 4,583 shares of the exchange traded fund’s stock valued at $979,000 after buying an additional 67 shares in the last quarter. RMG Wealth Management LLC bought a new stake in shares of iShares Russell 1000 Value ETF during the first quarter valued at about $40,000. Finally, Gibbs Wealth Management bought a new stake in shares of iShares Russell 1000 Value ETF during the first quarter valued at about $299,000. 84.93% of the stock is owned by institutional investors.
iShares Russell 1000 Value ETF Trading Down 0.5%
Shares of iShares Russell 1000 Value ETF stock opened at $246.18 on Friday. iShares Russell 1000 Value ETF has a 12-month low of $191.64 and a 12-month high of $250.50. The company has a market cap of $80.54 billion, a price-to-earnings ratio of 18.83 and a beta of 0.84. The company’s 50-day moving average price is $241.66 and its 200-day moving average price is $228.61.
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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.
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