iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Sold by Nvest Financial LLC

Nvest Financial LLC decreased its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 5.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,246 shares of the company’s stock after selling 122 shares during the period. Nvest Financial LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $297,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in IWS. Envestnet Portfolio Solutions Inc. increased its holdings in shares of iShares Russell Mid-Cap Value ETF by 29.4% during the first quarter. Envestnet Portfolio Solutions Inc. now owns 4,046,878 shares of the company’s stock valued at $507,195,000 after purchasing an additional 919,370 shares during the period. Processus Wealth & Capital Management LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF in the 4th quarter worth approximately $4,425,000. O Dell Group LLC bought a new position in shares of iShares Russell Mid-Cap Value ETF in the fourth quarter valued at approximately $174,000. ICA Group Wealth Management LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 33.9% during the fourth quarter. ICA Group Wealth Management LLC now owns 5,830 shares of the company’s stock valued at $678,000 after purchasing an additional 1,477 shares during the last quarter. Finally, SlateStone Wealth LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF in the second quarter worth about $302,000.

iShares Russell Mid-Cap Value ETF Stock Performance

Shares of NYSEARCA:IWS traded up $1.36 during mid-day trading on Friday, hitting $132.10. The stock had a trading volume of 226,642 shares, compared to its average volume of 415,806. The company’s 50 day moving average is $128.28 and its 200-day moving average is $124.35. iShares Russell Mid-Cap Value ETF has a 12-month low of $97.40 and a 12-month high of $132.79. The company has a market cap of $13.83 billion, a PE ratio of 17.15 and a beta of 0.97.

iShares Russell Mid-Cap Value ETF Profile

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-capitalization value sector of the United States equity market.