D.A. Davidson & CO. Cuts Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

D.A. Davidson & CO. cut its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 5.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 11,896 shares of the company’s stock after selling 664 shares during the quarter. D.A. Davidson & CO.’s holdings in iShares Russell Mid-Cap Value ETF were worth $1,572,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of iShares Russell Mid-Cap Value ETF by 1.0% during the 4th quarter. Brighton Jones LLC now owns 20,670 shares of the company’s stock worth $2,673,000 after acquiring an additional 201 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of iShares Russell Mid-Cap Value ETF by 2.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 6,439 shares of the company’s stock worth $833,000 after buying an additional 124 shares during the last quarter. Golden State Wealth Management LLC boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 90.8% in the 1st quarter. Golden State Wealth Management LLC now owns 1,248 shares of the company’s stock valued at $157,000 after buying an additional 594 shares in the last quarter. Sequoia Financial Advisors LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 3.0% in the 1st quarter. Sequoia Financial Advisors LLC now owns 7,667 shares of the company’s stock valued at $966,000 after buying an additional 225 shares during the last quarter. Finally, Western Wealth Management LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 10.1% in the 1st quarter. Western Wealth Management LLC now owns 3,803 shares of the company’s stock valued at $479,000 after buying an additional 349 shares during the last quarter. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS opened at $140.44 on Monday. iShares Russell Mid-Cap Value ETF has a 1-year low of $108.85 and a 1-year high of $141.68. The stock has a market cap of $14.09 billion, a PE ratio of 19.11 and a beta of 1.08. The firm has a fifty day moving average price of $138.69 and a 200 day moving average price of $132.62.

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.