Oakworth Capital Inc. Boosts Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Oakworth Capital Inc. increased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 764,174 shares of the exchange traded fund’s stock after purchasing an additional 17,641 shares during the quarter. iShares Russell 1000 Value ETF makes up approximately 9.7% of Oakworth Capital Inc.’s holdings, making the stock its 2nd largest holding. Oakworth Capital Inc. owned about 0.24% of iShares Russell 1000 Value ETF worth $141,472,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of IWD. YANKCOM Partnership bought a new stake in iShares Russell 1000 Value ETF during the 4th quarter valued at approximately $972,000. Bleakley Financial Group LLC boosted its position in iShares Russell 1000 Value ETF by 0.7% during the 4th quarter. Bleakley Financial Group LLC now owns 80,439 shares of the exchange traded fund’s stock valued at $14,892,000 after acquiring an additional 576 shares in the last quarter. NovaPoint Capital LLC boosted its position in iShares Russell 1000 Value ETF by 5.8% during the 4th quarter. NovaPoint Capital LLC now owns 1,928 shares of the exchange traded fund’s stock valued at $357,000 after acquiring an additional 106 shares in the last quarter. Trilogy Capital Inc. bought a new stake in shares of iShares Russell 1000 Value ETF in the 4th quarter worth approximately $403,000. Finally, Robertson Stephens Wealth Management LLC boosted its position in shares of iShares Russell 1000 Value ETF by 170.8% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 3,379 shares of the exchange traded fund’s stock worth $626,000 after purchasing an additional 2,131 shares in the last quarter.

iShares Russell 1000 Value ETF Stock Up 0.7 %

Shares of IWD opened at $194.42 on Thursday. The business’s 50 day moving average price is $190.62 and its 200-day moving average price is $188.62. iShares Russell 1000 Value ETF has a 52 week low of $164.34 and a 52 week high of $200.42. The stock has a market cap of $60.90 billion, a P/E ratio of 17.81 and a beta of 0.77.

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).