LPL Financial LLC lifted its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 11.6% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,102,590 shares of the company’s stock after purchasing an additional 114,662 shares during the period. LPL Financial LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $142,609,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently made changes to their positions in IWS. Meridian Wealth Management LLC boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 0.8% during the 4th quarter. Meridian Wealth Management LLC now owns 9,161 shares of the company’s stock worth $1,185,000 after acquiring an additional 75 shares during the last quarter. Luts & Greenleigh Group Inc. lifted its position in iShares Russell Mid-Cap Value ETF by 0.9% during the fourth quarter. Luts & Greenleigh Group Inc. now owns 8,545 shares of the company’s stock valued at $1,105,000 after purchasing an additional 79 shares in the last quarter. Daymark Wealth Partners LLC grew its holdings in iShares Russell Mid-Cap Value ETF by 4.6% during the fourth quarter. Daymark Wealth Partners LLC now owns 1,902 shares of the company’s stock valued at $246,000 after purchasing an additional 83 shares during the period. Continuum Advisory LLC increased its position in iShares Russell Mid-Cap Value ETF by 3.3% in the third quarter. Continuum Advisory LLC now owns 2,632 shares of the company’s stock worth $356,000 after buying an additional 85 shares in the last quarter. Finally, McIlrath & Eck LLC raised its stake in shares of iShares Russell Mid-Cap Value ETF by 18.8% in the third quarter. McIlrath & Eck LLC now owns 563 shares of the company’s stock worth $74,000 after buying an additional 89 shares during the period.
iShares Russell Mid-Cap Value ETF Trading Up 1.9 %
Shares of NYSEARCA:IWS opened at $128.20 on Tuesday. iShares Russell Mid-Cap Value ETF has a 12-month low of $117.00 and a 12-month high of $140.95. The company has a market cap of $13.56 billion, a PE ratio of 18.92 and a beta of 1.13. The stock has a 50 day moving average of $130.80 and a 200 day moving average of $132.03.
iShares Russell Mid-Cap Value ETF Company Profile
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.
Further Reading
- Five stocks we like better than iShares Russell Mid-Cap Value ETF
- Investing in Travel Stocks Benefits
- Super Micro Stock: $7.2M Call Options Signal Big Upside Potential
- 10 Best Airline Stocks to Buy
- Top 3 Buy-and-Hold Stocks for 2025: Long-Term Winners to Watch
- Low PE Growth Stocks: Unlocking Investment Opportunities
- D-Wave Stock: Is Quantum Blockchain the Next Big Catalyst?
Want to see what other hedge funds are holding IWS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report).
Receive News & Ratings for iShares Russell Mid-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell Mid-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.