iShares Russell 1000 Value ETF (NYSEARCA:IWD) Holdings Lifted by Capital Advisors Ltd. LLC

Capital Advisors Ltd. LLC boosted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 130,961 shares of the exchange traded fund’s stock after purchasing an additional 299 shares during the quarter. iShares Russell 1000 Value ETF makes up approximately 3.1% of Capital Advisors Ltd. LLC’s holdings, making the stock its 6th biggest position. Capital Advisors Ltd. LLC’s holdings in iShares Russell 1000 Value ETF were worth $24,245,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Allspring Global Investments Holdings LLC lifted its stake in iShares Russell 1000 Value ETF by 2.3% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 48,086 shares of the exchange traded fund’s stock worth $9,127,000 after purchasing an additional 1,071 shares in the last quarter. Silver Oak Securities Incorporated lifted its position in shares of iShares Russell 1000 Value ETF by 2,595.4% in the third quarter. Silver Oak Securities Incorporated now owns 3,531 shares of the exchange traded fund’s stock worth $668,000 after buying an additional 3,400 shares in the last quarter. Convergence Financial LLC bought a new position in iShares Russell 1000 Value ETF during the third quarter valued at approximately $202,000. Allworth Financial LP grew its holdings in iShares Russell 1000 Value ETF by 0.4% during the 3rd quarter. Allworth Financial LP now owns 33,358 shares of the exchange traded fund’s stock valued at $6,331,000 after buying an additional 143 shares in the last quarter. Finally, Bristlecone Advisors LLC grew its holdings in iShares Russell 1000 Value ETF by 21.7% during the 3rd quarter. Bristlecone Advisors LLC now owns 3,920 shares of the exchange traded fund’s stock valued at $744,000 after buying an additional 700 shares in the last quarter.

iShares Russell 1000 Value ETF Price Performance

Shares of IWD opened at $192.64 on Monday. The stock has a market capitalization of $60.34 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77. iShares Russell 1000 Value ETF has a 1 year low of $168.85 and a 1 year high of $200.42. The business’s 50 day simple moving average is $190.23 and its 200-day simple moving average is $189.93.

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).