Freedom Investment Management Inc. Cuts Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

Freedom Investment Management Inc. reduced its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 0.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,679 shares of the company’s stock after selling 85 shares during the period. Freedom Investment Management Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $1,940,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the company. Brighton Jones LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 1.0% in the fourth quarter. Brighton Jones LLC now owns 20,670 shares of the company’s stock valued at $2,673,000 after purchasing an additional 201 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 2.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 6,439 shares of the company’s stock valued at $833,000 after purchasing an additional 124 shares in the last quarter. Golden State Wealth Management LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 90.8% in the first quarter. Golden State Wealth Management LLC now owns 1,248 shares of the company’s stock valued at $157,000 after purchasing an additional 594 shares in the last quarter. Alpine Bank Wealth Management purchased a new stake in shares of iShares Russell Mid-Cap Value ETF in the first quarter valued at approximately $1,911,000. Finally, Pure Financial Advisors LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 1.3% in the first quarter. Pure Financial Advisors LLC now owns 11,578 shares of the company’s stock valued at $1,459,000 after purchasing an additional 154 shares in the last quarter. 80.17% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap Value ETF Price Performance

IWS stock opened at $138.84 on Thursday. iShares Russell Mid-Cap Value ETF has a 1 year low of $108.85 and a 1 year high of $141.68. The firm has a market capitalization of $13.93 billion, a PE ratio of 19.11 and a beta of 1.08. The business has a 50 day simple moving average of $138.53 and a 200-day simple moving average of $131.98.

iShares Russell Mid-Cap Value ETF 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.