Yardley Wealth Management LLC Lowers Stock Position in iShares Russell 3000 ETF (NYSEARCA:IWV)

Yardley Wealth Management LLC trimmed its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 5,975 shares of the company’s stock after selling 45 shares during the period. iShares Russell 3000 ETF makes up approximately 1.0% of Yardley Wealth Management LLC’s holdings, making the stock its 17th largest holding. Yardley Wealth Management LLC’s holdings in iShares Russell 3000 ETF were worth $1,997,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Park Avenue Securities LLC boosted its holdings in shares of iShares Russell 3000 ETF by 64.0% in the fourth quarter. Park Avenue Securities LLC now owns 2,250 shares of the company’s stock valued at $752,000 after acquiring an additional 878 shares in the last quarter. Janney Montgomery Scott LLC lifted its position in iShares Russell 3000 ETF by 22.7% in the fourth quarter. Janney Montgomery Scott LLC now owns 5,722 shares of the company’s stock valued at $1,913,000 after purchasing an additional 1,058 shares during the period. Kestra Private Wealth Services LLC boosted its holdings in iShares Russell 3000 ETF by 15.1% in the 4th quarter. Kestra Private Wealth Services LLC now owns 1,657 shares of the company’s stock valued at $554,000 after purchasing an additional 218 shares in the last quarter. Captrust Financial Advisors boosted its holdings in iShares Russell 3000 ETF by 1.6% in the 3rd quarter. Captrust Financial Advisors now owns 244,475 shares of the company’s stock valued at $79,877,000 after purchasing an additional 3,871 shares in the last quarter. Finally, Poinciana Advisors Group LLC purchased a new position in shares of iShares Russell 3000 ETF during the 4th quarter worth approximately $535,000.

iShares Russell 3000 ETF Stock Performance

NYSEARCA:IWV opened at $319.89 on Monday. iShares Russell 3000 ETF has a 1 year low of $282.38 and a 1 year high of $350.23. The stock has a fifty day moving average price of $338.66 and a two-hundred day moving average price of $334.66. The stock has a market capitalization of $14.59 billion, a price-to-earnings ratio of 24.60 and a beta of 1.04.

iShares Russell 3000 ETF Company Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).