Heritage Wealth Advisors Has $66.56 Million Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Heritage Wealth Advisors lifted its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 3.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 514,623 shares of the company’s stock after purchasing an additional 16,570 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for 3.3% of Heritage Wealth Advisors’ portfolio, making the stock its 6th largest position. Heritage Wealth Advisors owned approximately 0.49% of iShares Russell Mid-Cap Value ETF worth $66,561,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IWS. Raymond James Financial Inc. bought a new stake in iShares Russell Mid-Cap Value ETF during the fourth quarter worth $97,688,000. Jones Financial Companies Lllp raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 6.7% in the 4th quarter. Jones Financial Companies Lllp now owns 9,320,249 shares of the company’s stock valued at $1,205,481,000 after purchasing an additional 583,892 shares during the period. Anchor Capital Advisors LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 137.2% in the 4th quarter. Anchor Capital Advisors LLC now owns 498,392 shares of the company’s stock valued at $64,462,000 after purchasing an additional 288,246 shares during the last quarter. Reinhart Partners LLC. bought a new position in iShares Russell Mid-Cap Value ETF during the fourth quarter worth about $31,755,000. Finally, SVB Wealth LLC increased its position in iShares Russell Mid-Cap Value ETF by 391.2% during the fourth quarter. SVB Wealth LLC now owns 298,260 shares of the company’s stock worth $38,577,000 after buying an additional 237,538 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of iShares Russell Mid-Cap Value ETF stock opened at $127.80 on Wednesday. The business has a fifty day simple moving average of $130.75 and a two-hundred day simple moving average of $132.05. iShares Russell Mid-Cap Value ETF has a 1 year low of $117.00 and a 1 year high of $140.95. The company has a market capitalization of $13.51 billion, a price-to-earnings ratio of 18.92 and a beta of 1.13.

About iShares Russell Mid-Cap Value ETF

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market.