Cassaday & Co Wealth Management LLC lowered its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 1.1% in the first quarter, Holdings Channel.com reports. The institutional investor owned 417,951 shares of the exchange traded fund’s stock after selling 4,627 shares during the period. iShares Russell 1000 Value ETF makes up about 1.9% of Cassaday & Co Wealth Management LLC’s portfolio, making the stock its 13th largest position. Cassaday & Co Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $89,304,000 at the end of the most recent reporting period.
A number of other large investors have also bought and sold shares of the business. Simplicity Wealth LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 0.3% during the first quarter. Simplicity Wealth LLC now owns 16,034 shares of the exchange traded fund’s stock worth $3,426,000 after acquiring an additional 44 shares during the period. Falcon Wealth Planning boosted its position in iShares Russell 1000 Value ETF by 3.9% during the 1st quarter. Falcon Wealth Planning now owns 1,204 shares of the exchange traded fund’s stock worth $257,000 after acquiring an additional 45 shares during the last quarter. Members Wealth LLC grew its stake in shares of iShares Russell 1000 Value ETF by 3.6% during the 1st quarter. Members Wealth LLC now owns 1,330 shares of the exchange traded fund’s stock worth $301,000 after acquiring an additional 46 shares in the last quarter. Cardiff Park Advisors LLC grew its stake in shares of iShares Russell 1000 Value ETF by 0.6% during the 4th quarter. Cardiff Park Advisors LLC now owns 7,433 shares of the exchange traded fund’s stock worth $1,563,000 after acquiring an additional 46 shares in the last quarter. Finally, Sax Wealth Advisors LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 0.5% in the fourth quarter. Sax Wealth Advisors LLC now owns 9,571 shares of the exchange traded fund’s stock valued at $2,013,000 after purchasing an additional 49 shares during the last quarter. 84.93% of the stock is owned by institutional investors.
iShares Russell 1000 Value ETF Stock Down 0.4%
Shares of IWD stock opened at $246.96 on Tuesday. The company’s fifty day simple moving average is $240.92 and its 200-day simple moving average is $227.84. The firm has a market cap of $81.55 billion, a PE ratio of 18.83 and a beta of 0.84. iShares Russell 1000 Value ETF has a 12 month low of $191.64 and a 12 month high of $250.50.
iShares Russell 1000 Value ETF Company 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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