Sax Wealth Advisors LLC raised its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 34.3% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 13,630 shares of the company’s stock after purchasing an additional 3,482 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares Russell 3000 ETF were worth $5,812,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently modified their holdings of IWV. Valeo Financial Advisors LLC boosted its stake in iShares Russell 3000 ETF by 2.6% during the 2nd quarter. Valeo Financial Advisors LLC now owns 3,194 shares of the company’s stock worth $1,362,000 after acquiring an additional 80 shares during the last quarter. Castle Rock Wealth Management LLC increased its stake in iShares Russell 3000 ETF by 8.1% in the second quarter. Castle Rock Wealth Management LLC now owns 6,184 shares of the company’s stock valued at $2,632,000 after purchasing an additional 465 shares in the last quarter. Evanson Financial LLC bought a new stake in iShares Russell 3000 ETF in the second quarter valued at approximately $305,000. Graves Light Lenhart Wealth Inc. raised its holdings in iShares Russell 3000 ETF by 1.9% in the second quarter. Graves Light Lenhart Wealth Inc. now owns 3,305 shares of the company’s stock worth $1,409,000 after purchasing an additional 61 shares during the period. Finally, Avior Wealth Management LLC acquired a new stake in iShares Russell 3000 ETF in the second quarter worth $218,000.
iShares Russell 3000 ETF Stock Up 0.8%
Shares of NYSEARCA IWV opened at $440.29 on Friday. The company’s fifty day moving average is $425.07 and its 200-day moving average is $405.31. The stock has a market cap of $20.34 billion, a price-to-earnings ratio of 25.11 and a beta of 1.01. iShares Russell 3000 ETF has a twelve month low of $358.55 and a twelve month high of $442.06.
iShares Russell 3000 ETF 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.
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