Wealthstream Advisors Inc. Reduces Holdings in iShares Russell 3000 ETF (NYSEARCA:IWV)

Wealthstream Advisors Inc. trimmed its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 54,015 shares of the company’s stock after selling 237 shares during the period. iShares Russell 3000 ETF comprises about 3.3% of Wealthstream Advisors Inc.’s holdings, making the stock its 6th largest position. Wealthstream Advisors Inc. owned approximately 0.12% of iShares Russell 3000 ETF worth $18,054,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Blue Trust Inc. boosted its holdings in iShares Russell 3000 ETF by 384.0% during the third quarter. Blue Trust Inc. now owns 121 shares of the company’s stock worth $37,000 after purchasing an additional 96 shares during the last quarter. Park Avenue Securities LLC boosted its holdings in iShares Russell 3000 ETF by 64.0% during the fourth quarter. Park Avenue Securities LLC now owns 2,250 shares of the company’s stock worth $752,000 after purchasing an additional 878 shares during the last quarter. Janney Montgomery Scott LLC boosted its holdings in iShares Russell 3000 ETF by 22.7% during the fourth quarter. Janney Montgomery Scott LLC now owns 5,722 shares of the company’s stock worth $1,913,000 after purchasing an additional 1,058 shares during the last quarter. Kestra Private Wealth Services LLC boosted its holdings in iShares Russell 3000 ETF by 15.1% during the fourth quarter. Kestra Private Wealth Services LLC now owns 1,657 shares of the company’s stock worth $554,000 after purchasing an additional 218 shares during the last quarter. Finally, Captrust Financial Advisors boosted its holdings in iShares Russell 3000 ETF by 1.6% during the third quarter. Captrust Financial Advisors now owns 244,475 shares of the company’s stock worth $79,877,000 after purchasing an additional 3,871 shares during the last quarter.

iShares Russell 3000 ETF Stock Performance

iShares Russell 3000 ETF stock opened at $341.61 on Monday. iShares Russell 3000 ETF has a fifty-two week low of $282.38 and a fifty-two week high of $350.23. The stock has a market cap of $15.61 billion, a PE ratio of 26.45 and a beta of 1.04. The firm’s 50-day simple moving average is $341.95 and its 200 day simple moving average is $333.18.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).