Trivium Point Advisory LLC trimmed its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 36.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,174 shares of the company’s stock after selling 4,121 shares during the period. Trivium Point Advisory LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $948,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also bought and sold shares of the business. XML Financial LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 57.7% during the 2nd quarter. XML Financial LLC now owns 65,980 shares of the company’s stock valued at $8,719,000 after acquiring an additional 24,136 shares during the period. Capital Investment Advisors LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 5.0% during the 2nd quarter. Capital Investment Advisors LLC now owns 3,309 shares of the company’s stock valued at $437,000 after acquiring an additional 158 shares during the period. Stephens Group Asset Management LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 4.6% during the 2nd quarter. Stephens Group Asset Management LLC now owns 743,919 shares of the company’s stock valued at $98,301,000 after acquiring an additional 32,801 shares during the period. Janney Montgomery Scott LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 1.9% during the 2nd quarter. Janney Montgomery Scott LLC now owns 36,783 shares of the company’s stock valued at $4,861,000 after acquiring an additional 695 shares during the period. Finally, Fifth Third Securities Inc. lifted its stake in iShares Russell Mid-Cap Value ETF by 1.4% during the 2nd quarter. Fifth Third Securities Inc. now owns 108,971 shares of the company’s stock valued at $14,400,000 after acquiring an additional 1,463 shares during the period. 80.17% of the stock is currently owned by institutional investors and hedge funds.
iShares Russell Mid-Cap Value ETF Trading Up 0.2%
Shares of NYSEARCA IWS opened at $139.67 on Wednesday. The company has a 50 day simple moving average of $137.33 and a two-hundred day simple moving average of $130.52. iShares Russell Mid-Cap Value ETF has a 12 month low of $108.85 and a 12 month high of $140.95. The stock has a market cap of $13.94 billion, a price-to-earnings ratio of 19.11 and a beta of 1.08.
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.
Further Reading
- Five stocks we like better than iShares Russell Mid-Cap Value ETF
- What is the Dogs of the Dow Strategy? Overview and Examples
- PayPal Stock: Why Wall Street May Be Undervaluing This Giant
- What Makes a Stock a Good Dividend Stock?
- Why Vertical Aerospace Could Lead the eVTOL Market by 2028
- Investing in Construction Stocks
- Is Draganfly’s Army Partnership a Game-Changer for Investors?
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.