Sharkey Howes & Javer Has $1.02 Million Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Sharkey Howes & Javer trimmed its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 9.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,483 shares of the exchange traded fund’s stock after selling 545 shares during the period. Sharkey Howes & Javer’s holdings in iShares Russell 1000 Value ETF were worth $1,015,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Peterson Wealth Services acquired a new position in shares of iShares Russell 1000 Value ETF during the fourth quarter worth approximately $32,000. Hantz Financial Services Inc. acquired a new position in shares of iShares Russell 1000 Value ETF during the fourth quarter worth approximately $35,000. Carmichael Hill & Associates Inc. lifted its position in shares of iShares Russell 1000 Value ETF by 536.1% during the third quarter. Carmichael Hill & Associates Inc. now owns 229 shares of the exchange traded fund’s stock worth $43,000 after purchasing an additional 193 shares in the last quarter. Centricity Wealth Management LLC acquired a new position in shares of iShares Russell 1000 Value ETF during the fourth quarter worth approximately $46,000. Finally, Howe & Rusling Inc. lifted its position in shares of iShares Russell 1000 Value ETF by 144.1% during the third quarter. Howe & Rusling Inc. now owns 249 shares of the exchange traded fund’s stock worth $47,000 after purchasing an additional 147 shares in the last quarter.

iShares Russell 1000 Value ETF Trading Up 1.3 %

Shares of IWD stock opened at $194.37 on Friday. The firm’s 50 day moving average is $190.87 and its 200-day moving average is $190.37. iShares Russell 1000 Value ETF has a 1 year low of $168.85 and a 1 year high of $200.42. The firm has a market capitalization of $62.52 billion, a price-to-earnings ratio of 19.81 and a beta of 0.98.

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).