Empirical Financial Services LLC d.b.a. Empirical Wealth Management Has $1.31 Million Holdings in iShares Russell 1000 Value ETF $IWD

Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 31.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,734 shares of the exchange traded fund’s stock after buying an additional 1,615 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in iShares Russell 1000 Value ETF were worth $1,308,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of IWD. Truvestments Capital LLC bought a new position in iShares Russell 1000 Value ETF in the 1st quarter worth approximately $25,000. GKV Capital Management Co. Inc. bought a new position in iShares Russell 1000 Value ETF in the 1st quarter valued at $27,000. Creative Capital Management Investments LLC bought a new stake in shares of iShares Russell 1000 Value ETF during the 1st quarter worth $38,000. Valley Wealth Managers Inc. lifted its holdings in shares of iShares Russell 1000 Value ETF by 78.0% during the 1st quarter. Valley Wealth Managers Inc. now owns 210 shares of the exchange traded fund’s stock worth $40,000 after acquiring an additional 92 shares during the last quarter. Finally, Milestone Investment Advisors LLC purchased a new position in iShares Russell 1000 Value ETF in the 1st quarter worth $41,000. 84.93% of the stock is owned by institutional investors.

iShares Russell 1000 Value ETF Stock Up 0.4%

Shares of NYSEARCA:IWD opened at $204.96 on Friday. The company’s fifty day moving average is $200.15 and its 200 day moving average is $191.87. iShares Russell 1000 Value ETF has a 52 week low of $163.19 and a 52 week high of $206.01. The stock has a market cap of $64.58 billion, a PE ratio of 18.83 and a beta of 0.95.

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).