Valeo Financial Advisors LLC Cuts Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Valeo Financial Advisors LLC trimmed its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 44,704 shares of the exchange traded fund’s stock after selling 312 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $8,276,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Massachusetts Financial Services Co. MA increased its holdings in shares of iShares Russell 1000 Value ETF by 13.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 130,392 shares of the exchange traded fund’s stock valued at $24,748,000 after purchasing an additional 14,966 shares in the last quarter. Wedmont Private Capital increased its holdings in shares of iShares Russell 1000 Value ETF by 49.5% during the 4th quarter. Wedmont Private Capital now owns 4,083 shares of the exchange traded fund’s stock valued at $750,000 after purchasing an additional 1,351 shares in the last quarter. Strategic Financial Concepts LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 18,440.5% during the 4th quarter. Strategic Financial Concepts LLC now owns 420,683 shares of the exchange traded fund’s stock valued at $77,881,000 after purchasing an additional 418,414 shares in the last quarter. Widmann Financial Services Inc. increased its holdings in iShares Russell 1000 Value ETF by 2.0% in the 3rd quarter. Widmann Financial Services Inc. now owns 28,552 shares of the exchange traded fund’s stock worth $5,419,000 after acquiring an additional 561 shares in the last quarter. Finally, Embree Financial Group increased its holdings in iShares Russell 1000 Value ETF by 1.4% in the 4th quarter. Embree Financial Group now owns 6,433 shares of the exchange traded fund’s stock worth $1,191,000 after acquiring an additional 86 shares in the last quarter.

iShares Russell 1000 Value ETF Stock Performance

Shares of NYSEARCA IWD opened at $194.48 on Friday. The firm has a market cap of $60.92 billion, a PE ratio of 17.81 and a beta of 0.77. The firm has a fifty day moving average of $190.10 and a 200 day moving average of $189.13. iShares Russell 1000 Value ETF has a one year low of $167.43 and a one year high of $200.42.

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).