5,194 Shares in iShares Russell Mid-Cap Value ETF $IWS Bought by Triad Wealth Partners LLC

Triad Wealth Partners LLC bought a new stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSFree Report) during the 1st quarter, according to its most recent filing with the SEC. The fund bought 5,194 shares of the company’s stock, valued at approximately $757,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IWS. Wells Fargo & Company MN lifted its stake in iShares Russell Mid-Cap Value ETF by 4.4% during the fourth quarter. Wells Fargo & Company MN now owns 3,917,401 shares of the company’s stock worth $552,549,000 after purchasing an additional 165,686 shares during the period. Bank of America Corp DE grew its stake in shares of iShares Russell Mid-Cap Value ETF by 0.4% in the 2nd quarter. Bank of America Corp DE now owns 3,759,738 shares of the company’s stock valued at $496,812,000 after purchasing an additional 16,361 shares during the period. Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares Russell Mid-Cap Value ETF by 1,160.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,565,153 shares of the company’s stock valued at $502,865,000 after purchasing an additional 3,282,372 shares during the period. TIAA Trust National Association raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.0% in the 3rd quarter. TIAA Trust National Association now owns 3,427,479 shares of the company’s stock worth $478,709,000 after buying an additional 34,466 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.2% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 2,856,534 shares of the company’s stock worth $402,914,000 after buying an additional 33,247 shares in the last quarter. Institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

iShares Russell Mid-Cap Value ETF stock opened at $162.95 on Monday. The business has a 50 day simple moving average of $158.00 and a 200 day simple moving average of $150.80. The company has a market capitalization of $15.53 billion, a PE ratio of 19.11 and a beta of 0.95. iShares Russell Mid-Cap Value ETF has a one year low of $128.00 and a one year high of $165.60.

iShares Russell Mid-Cap Value ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

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