Oxford Financial Group LTD. LLC Sells 1,348 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Oxford Financial Group LTD. LLC lessened its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.2% during the 4th quarter, HoldingsChannel reports. The firm owned 41,389 shares of the exchange traded fund’s stock after selling 1,348 shares during the period. iShares Russell 1000 Value ETF comprises approximately 0.5% of Oxford Financial Group LTD. LLC’s holdings, making the stock its 26th largest holding. Oxford Financial Group LTD. LLC’s holdings in iShares Russell 1000 Value ETF were worth $7,662,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Rialto Wealth Management LLC bought a new position in shares of iShares Russell 1000 Value ETF during the 4th quarter valued at about $676,000. Massachusetts Financial Services Co. MA lifted its stake in iShares Russell 1000 Value ETF by 13.0% in 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 acquiring an additional 14,966 shares in the last quarter. Rebalance LLC lifted its stake in iShares Russell 1000 Value ETF by 0.7% in the 4th quarter. Rebalance LLC now owns 42,010 shares of the exchange traded fund’s stock valued at $7,777,000 after acquiring an additional 306 shares in the last quarter. Wedmont Private Capital lifted its stake in iShares Russell 1000 Value ETF by 49.5% in the 4th quarter. Wedmont Private Capital now owns 4,083 shares of the exchange traded fund’s stock valued at $750,000 after acquiring an additional 1,351 shares in the last quarter. Finally, Strategic Financial Concepts LLC lifted its stake in iShares Russell 1000 Value ETF by 18,440.5% in 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 acquiring an additional 418,414 shares in the last quarter.

iShares Russell 1000 Value ETF Stock Performance

NYSEARCA IWD opened at $187.99 on Friday. The stock has a market capitalization of $60.81 billion, a price-to-earnings ratio of 19.31 and a beta of 0.97. The stock’s 50 day moving average price is $191.28 and its two-hundred day moving average price is $190.64. iShares Russell 1000 Value ETF has a 52 week low of $168.85 and a 52 week high of $200.42.

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).