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Wealthcare Advisory Partners LLC owns a $576,000 position in the iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Wealthcare Advisory Partners LLC owns a 6,000 position in the iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)


Wealthcare Advisory Partners LLC reduced its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 11.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,597 shares of the company’s stock after selling 591 shares during the quarter. Wealthcare Advisory Partners LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $576,000, according to its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Ballentine Partners LLC increased its position in iShares Russell Mid-Cap Value ETF by 2.5% in the 4th quarter. Ballentine Partners LLC now owns 3,625 shares of the company’s stock worth $422,000 after buying an additional 90 shares in the last quarter. Private Trust Co. NA increased its position in iShares Russell Mid-Cap Value ETF by 1.6% in the 4th quarter. Private Trust Co. NA now owns 6,284 shares of the company’s stock worth $731,000 after buying an additional 100 shares in the last quarter. Facet Wealth Inc. increased its position in iShares Russell Mid-Cap Value ETF by 4.2% in the 4th quarter. Facet Wealth Inc. now owns 2,545 shares of the company’s stock worth $292,000 after buying an additional 103 shares in the last quarter. GAMMA Investing LLC increased its holdings in iShares Russell Mid-Cap Value ETF by 15.0% in the 1st quarter. GAMMA Investing LLC now owns 797 shares of the company’s stock valued at $100,000 after acquiring an additional 104 shares in the last quarter. Finally, Cassady Schiller Wealth Management LLC increased its holdings in iShares Russell Mid-Cap Value ETF by 16.5% in the 4th quarter. Cassady Schiller Wealth Management LLC now owns 743 shares of the company’s stock valued at $86,000 after acquiring an additional 105 shares in the last quarter.

Price development of the iShares Russell Mid-Cap Value ETF

IWS opened at $120.74 on Friday. The iShares Russell Mid-Cap Value ETF has a 52-week low of $97.40 and a 52-week high of $125.64. The company has a market cap of $12.64 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97. The company’s 50-day average price is $121.64 and its 200-day average price is $119.31.

Profile of the iShares Russell Mid-Cap Value ETF

(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-cap value sector of the U.S. equity market.

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Institutional ownership by quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)



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