Morris Financial Concepts Inc. Trims Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Morris Financial Concepts Inc. lessened its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,741 shares of the exchange traded fund’s stock after selling 116 shares during the quarter. Morris Financial Concepts Inc.’s holdings in iShares Russell 1000 Value ETF were worth $878,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Concourse Financial Group Securities Inc. grew its position in shares of iShares Russell 1000 Value ETF by 3.0% during the third quarter. Concourse Financial Group Securities Inc. now owns 1,834 shares of the exchange traded fund’s stock worth $348,000 after buying an additional 53 shares in the last quarter. Greenwood Gearhart Inc. grew its holdings in iShares Russell 1000 Value ETF by 1.7% during the 3rd quarter. Greenwood Gearhart Inc. now owns 3,212 shares of the exchange traded fund’s stock worth $610,000 after acquiring an additional 54 shares in the last quarter. Sigma Investment Counselors Inc. increased its position in shares of iShares Russell 1000 Value ETF by 0.9% in the 3rd quarter. Sigma Investment Counselors Inc. now owns 6,005 shares of the exchange traded fund’s stock valued at $1,140,000 after purchasing an additional 55 shares during the last quarter. Signature Wealth Management Partners LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 4.7% in the 4th quarter. Signature Wealth Management Partners LLC now owns 1,223 shares of the exchange traded fund’s stock valued at $226,000 after purchasing an additional 55 shares in the last quarter. Finally, PBMares Wealth Management LLC lifted its position in shares of iShares Russell 1000 Value ETF by 2.4% during the 4th quarter. PBMares Wealth Management LLC now owns 2,378 shares of the exchange traded fund’s stock worth $440,000 after purchasing an additional 55 shares during the last quarter.

iShares Russell 1000 Value ETF Price Performance

NYSEARCA:IWD opened at $193.15 on Thursday. iShares Russell 1000 Value ETF has a 12 month low of $164.34 and a 12 month high of $200.42. The firm has a market capitalization of $60.50 billion, a PE ratio of 17.81 and a beta of 0.77. The business’s fifty day moving average price is $190.22 and its 200 day moving average price is $189.06.

iShares Russell 1000 Value ETF 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).