Heritage Financial Services LLC Lowers Stock Position in iShares Russell 1000 Value ETF $IWD

Heritage Financial Services LLC cut its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 10.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,306 shares of the exchange traded fund’s stock after selling 279 shares during the period. Heritage Financial Services LLC’s holdings in iShares Russell 1000 Value ETF were worth $448,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the stock. Truvestments Capital LLC acquired a new position in iShares Russell 1000 Value ETF during the first quarter worth $25,000. GKV Capital Management Co. Inc. acquired a new stake in shares of iShares Russell 1000 Value ETF in the first quarter valued at $27,000. Whipplewood Advisors LLC purchased a new stake in shares of iShares Russell 1000 Value ETF in the 1st quarter valued at $33,000. Creative Capital Management Investments LLC acquired a new position in iShares Russell 1000 Value ETF during the 1st quarter worth about $38,000. Finally, Valley Wealth Managers Inc. lifted its stake in 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 in the last quarter. 84.93% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 1000 Value ETF Price Performance

NYSEARCA IWD opened at $203.87 on Thursday. The company has a market cap of $64.34 billion, a P/E ratio of 18.83 and a beta of 0.95. The stock has a 50-day moving average of $199.92 and a two-hundred day moving average of $191.62. iShares Russell 1000 Value ETF has a 1-year low of $163.19 and a 1-year high of $204.14.

iShares Russell 1000 Value ETF Company 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).