Envestnet Portfolio Solutions Inc. decreased its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 9.3% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,522,416 shares of the company’s stock after selling 259,887 shares during the quarter. iShares Russell Mid-Cap Value ETF comprises approximately 1.8% of Envestnet Portfolio Solutions Inc.’s investment portfolio, making the stock its 13th largest position. Envestnet Portfolio Solutions Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $415,190,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Rehmann Capital Advisory Group boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 0.6% in the 4th quarter. Rehmann Capital Advisory Group now owns 12,277 shares of the company’s stock valued at $1,732,000 after purchasing an additional 72 shares during the last quarter. GAMMA Investing LLC raised its stake in iShares Russell Mid-Cap Value ETF by 7.5% during the second quarter. GAMMA Investing LLC now owns 1,077 shares of the company’s stock worth $177,000 after buying an additional 75 shares during the last quarter. Paladin Advisory Group LLC lifted its holdings in iShares Russell Mid-Cap Value ETF by 8.0% in the first quarter. Paladin Advisory Group LLC now owns 1,152 shares of the company’s stock valued at $168,000 after buying an additional 85 shares during the period. HB Wealth Management LLC lifted its holdings in iShares Russell Mid-Cap Value ETF by 1.0% in the second quarter. HB Wealth Management LLC now owns 8,701 shares of the company’s stock valued at $1,432,000 after buying an additional 90 shares during the period. Finally, Signature Resources Capital Management LLC lifted its holdings in iShares Russell Mid-Cap Value ETF by 116.5% in the first quarter. Signature Resources Capital Management LLC now owns 171 shares of the company’s stock valued at $25,000 after buying an additional 92 shares during the period. Institutional investors and hedge funds own 80.17% of the company’s stock.
iShares Russell Mid-Cap Value ETF Stock Performance
Shares of NYSEARCA:IWS traded down $1.18 during midday trading on Wednesday, reaching $163.54. The company’s stock had a trading volume of 314,872 shares, compared to its average volume of 463,356. The firm has a market capitalization of $15.01 billion, a price-to-earnings ratio of 19.11 and a beta of 0.95. The firm has a 50 day moving average price of $168.72 and a two-hundred day moving average price of $160.57. iShares Russell Mid-Cap Value ETF has a fifty-two week low of $133.74 and a fifty-two week high of $173.52.
iShares Russell Mid-Cap Value ETF Profile
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. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.
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