Lion Street Advisors LLC Boosts Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Lion Street Advisors LLC increased its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 11.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 14,714 shares of the exchange traded fund’s stock after purchasing an additional 1,500 shares during the quarter. iShares Russell 1000 Value ETF makes up approximately 0.9% of Lion Street Advisors LLC’s investment portfolio, making the stock its 19th biggest position. Lion Street Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,769,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Brighton Jones LLC lifted its position in shares of iShares Russell 1000 Value ETF by 8.9% during the 4th quarter. Brighton Jones LLC now owns 36,663 shares of the exchange traded fund’s stock valued at $6,787,000 after buying an additional 2,981 shares in the last quarter. Allspring Global Investments Holdings LLC raised its stake in iShares Russell 1000 Value ETF by 37.4% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 66,055 shares of the exchange traded fund’s stock worth $12,205,000 after acquiring an additional 17,969 shares during the period. Strategic Financial Concepts LLC lifted its holdings in iShares Russell 1000 Value ETF by 8.6% during the fourth quarter. Strategic Financial Concepts LLC now owns 2,463 shares of the exchange traded fund’s stock valued at $456,000 after purchasing an additional 194 shares in the last quarter. Americana Partners LLC purchased a new position in iShares Russell 1000 Value ETF during the fourth quarter valued at approximately $447,000. Finally, Principal Financial Group Inc. boosted its position in shares of iShares Russell 1000 Value ETF by 48.2% in the fourth quarter. Principal Financial Group Inc. now owns 37,357 shares of the exchange traded fund’s stock worth $6,916,000 after purchasing an additional 12,148 shares during the period.

iShares Russell 1000 Value ETF Price Performance

Shares of NYSEARCA IWD opened at $188.77 on Wednesday. The firm has a fifty day moving average price of $184.92 and a 200-day moving average price of $187.71. The stock has a market cap of $60.61 billion, a PE ratio of 19.08 and a beta of 0.90. iShares Russell 1000 Value ETF has a 1 year low of $163.19 and a 1 year high of $200.42.

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).