Bogart Wealth LLC Has $902,000 Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Bogart Wealth LLC raised its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 5.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,753 shares of the exchange traded fund’s stock after acquiring an additional 248 shares during the quarter. Bogart Wealth LLC’s holdings in iShares Russell 1000 Value ETF were worth $902,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of IWD. Envestnet Asset Management Inc. grew its holdings in iShares Russell 1000 Value ETF by 0.6% during the second quarter. Envestnet Asset Management Inc. now owns 6,320,932 shares of the exchange traded fund’s stock worth $1,102,813,000 after purchasing an additional 37,236 shares during the period. Raymond James & Associates increased its holdings in shares of iShares Russell 1000 Value ETF by 0.6% during the 3rd quarter. Raymond James & Associates now owns 3,666,344 shares of the exchange traded fund’s stock worth $695,872,000 after acquiring an additional 22,295 shares during the last quarter. LPL Financial LLC raised its stake in iShares Russell 1000 Value ETF by 2.5% in the 2nd quarter. LPL Financial LLC now owns 3,270,780 shares of the exchange traded fund’s stock valued at $570,653,000 after acquiring an additional 80,301 shares during the period. International Assets Investment Management LLC boosted its position in iShares Russell 1000 Value ETF by 20,632.6% during the third quarter. International Assets Investment Management LLC now owns 1,407,533 shares of the exchange traded fund’s stock worth $267,150,000 after purchasing an additional 1,400,744 shares during the period. Finally, Cetera Investment Advisers increased its holdings in shares of iShares Russell 1000 Value ETF by 162.1% in the first quarter. Cetera Investment Advisers now owns 1,223,017 shares of the exchange traded fund’s stock valued at $219,055,000 after purchasing an additional 756,464 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Performance

Shares of NYSEARCA IWD traded down $0.46 during trading hours on Thursday, reaching $190.50. 689,973 shares of the stock were exchanged, compared to its average volume of 1,734,079. iShares Russell 1000 Value ETF has a 52 week low of $143.34 and a 52 week high of $193.77. The firm has a market capitalization of $59.67 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77. The stock’s fifty day simple moving average is $187.69 and its 200 day simple moving average is $180.04.

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).