David Kennon Inc increased its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 3.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,882 shares of the exchange traded fund’s stock after acquiring an additional 250 shares during the quarter. iShares Russell 1000 Value ETF makes up about 0.5% of David Kennon Inc’s portfolio, making the stock its 26th largest position. David Kennon Inc’s holdings in iShares Russell 1000 Value ETF were worth $1,274,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also bought and sold shares of the company. Concourse Financial Group Securities Inc. grew its holdings in iShares Russell 1000 Value ETF by 3.0% during the third quarter. Concourse Financial Group Securities Inc. now owns 1,834 shares of the exchange traded fund’s stock valued at $348,000 after purchasing an additional 53 shares during the period. Greenwood Gearhart Inc. lifted its position in shares of iShares Russell 1000 Value ETF by 1.7% during the 3rd quarter. Greenwood Gearhart Inc. now owns 3,212 shares of the exchange traded fund’s stock valued at $610,000 after buying an additional 54 shares during the last quarter. Sigma Investment Counselors Inc. grew its stake in shares of iShares Russell 1000 Value ETF by 0.9% during the 3rd quarter. Sigma Investment Counselors Inc. now owns 6,005 shares of the exchange traded fund’s stock worth $1,140,000 after acquiring an additional 55 shares during the period. Farmers & Merchants Investments Inc. increased its holdings in iShares Russell 1000 Value ETF by 0.8% in the 3rd quarter. Farmers & Merchants Investments Inc. now owns 7,046 shares of the exchange traded fund’s stock worth $1,337,000 after acquiring an additional 57 shares during the last quarter. Finally, SteelPeak Wealth LLC raised its stake in iShares Russell 1000 Value ETF by 4.2% in the 3rd quarter. SteelPeak Wealth LLC now owns 1,430 shares of the exchange traded fund’s stock valued at $271,000 after acquiring an additional 57 shares during the period.
iShares Russell 1000 Value ETF Stock Down 0.6 %
NYSEARCA IWD opened at $193.24 on Wednesday. The company has a market cap of $60.53 billion, a PE ratio of 17.81 and a beta of 0.77. iShares Russell 1000 Value ETF has a 52 week low of $164.34 and a 52 week high of $200.42. The firm’s 50-day simple moving average is $191.09 and its two-hundred day simple moving average is $188.04.
About iShares Russell 1000 Value ETF
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).
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