Total Wealth Planning LLC Sells 223 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Total Wealth Planning LLC lowered its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSFree Report) by 5.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,683 shares of the company’s stock after selling 223 shares during the period. Total Wealth Planning LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $476,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Continuum Advisory LLC lifted its position in iShares Russell Mid-Cap Value ETF by 3.3% during the third quarter. Continuum Advisory LLC now owns 2,632 shares of the company’s stock valued at $356,000 after buying an additional 85 shares during the period. McIlrath & Eck LLC lifted its position in iShares Russell Mid-Cap Value ETF by 18.8% during the 3rd quarter. McIlrath & Eck LLC now owns 563 shares of the company’s stock valued at $74,000 after acquiring an additional 89 shares during the period. Connecticut Wealth Management LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 0.3% during the second quarter. Connecticut Wealth Management LLC now owns 27,719 shares of the company’s stock worth $3,347,000 after acquiring an additional 90 shares in the last quarter. Carlton Hofferkamp & Jenks Wealth Management LLC grew its holdings in iShares Russell Mid-Cap Value ETF by 1.7% in the third quarter. Carlton Hofferkamp & Jenks Wealth Management LLC now owns 5,497 shares of the company’s stock worth $718,000 after purchasing an additional 90 shares during the period. Finally, Atlas Brown Inc. increased its stake in shares of iShares Russell Mid-Cap Value ETF by 0.5% during the fourth quarter. Atlas Brown Inc. now owns 20,699 shares of the company’s stock valued at $2,677,000 after purchasing an additional 99 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Stock Performance

IWS stock opened at $132.92 on Friday. The firm has a 50 day moving average price of $133.94 and a 200-day moving average price of $130.10. iShares Russell Mid-Cap Value ETF has a 52-week low of $111.92 and a 52-week high of $140.95. The firm has a market capitalization of $13.92 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97.

About 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-capitalization value sector of the United States equity market.

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Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

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