iShares Russell 1000 Value ETF $IWD Shares Acquired by CFM Wealth Partners LLC

CFM Wealth Partners LLC grew its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 5.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 39,158 shares of the exchange traded fund’s stock after purchasing an additional 2,178 shares during the period. iShares Russell 1000 Value ETF makes up 1.2% of CFM Wealth Partners LLC’s holdings, making the stock its 23rd largest position. CFM Wealth Partners LLC’s holdings in iShares Russell 1000 Value ETF were worth $9,708,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Joel Isaacson & Co. LLC purchased a new position in iShares Russell 1000 Value ETF during the 3rd quarter worth approximately $5,006,000. Valued Wealth Advisors LLC lifted its stake in iShares Russell 1000 Value ETF by 840.0% during the 3rd quarter. Valued Wealth Advisors LLC now owns 470 shares of the exchange traded fund’s stock valued at $117,000 after acquiring an additional 420 shares during the period. Macco Financial Group Inc. lifted its stake in iShares Russell 1000 Value ETF by 6.4% during the 3rd quarter. Macco Financial Group Inc. now owns 2,978 shares of the exchange traded fund’s stock valued at $738,000 after acquiring an additional 180 shares during the period. Confluence Wealth Services Inc. lifted its stake in iShares Russell 1000 Value ETF by 2.3% during the 3rd quarter. Confluence Wealth Services Inc. now owns 34,670 shares of the exchange traded fund’s stock valued at $8,596,000 after acquiring an additional 779 shares during the period. Finally, AMG National Trust Bank purchased a new stake in shares of iShares Russell 1000 Value ETF in the 3rd quarter valued at $30,729,000. 84.93% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell 1000 Value ETF Price Performance

IWD stock opened at $263.81 on Thursday. The company has a market capitalization of $85.07 billion, a P/E ratio of 21.21 and a beta of 0.84. iShares Russell 1000 Value ETF has a 12 month low of $199.79 and a 12 month high of $267.24. The firm’s fifty day simple moving average is $255.33 and its 200-day simple moving average is $239.82.

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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.