iShares Russell 1000 Value ETF (NYSEARCA:IWD) Stock Holdings Reduced by Walled Lake Planning & Wealth Management LLC

Walled Lake Planning & Wealth Management LLC lowered its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,222 shares of the exchange traded fund’s stock after selling 117 shares during the quarter. Walled Lake Planning & Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,923,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in IWD. Ameriflex Group Inc. acquired a new stake in shares of iShares Russell 1000 Value ETF in the fourth quarter worth about $29,000. Transce3nd LLC acquired a new stake in shares of iShares Russell 1000 Value ETF in the fourth quarter worth about $31,000. Whipplewood Advisors LLC acquired a new stake in shares of iShares Russell 1000 Value ETF in the first quarter worth about $33,000. Dakota Community Bank & Trust NA acquired a new stake in shares of iShares Russell 1000 Value ETF in the first quarter worth about $36,000. Finally, Creative Capital Management Investments LLC acquired a new stake in shares of iShares Russell 1000 Value ETF in the first quarter worth about $38,000. Institutional investors and hedge funds own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Price Performance

Shares of NYSEARCA:IWD opened at $198.20 on Tuesday. iShares Russell 1000 Value ETF has a fifty-two week low of $163.19 and a fifty-two week high of $200.42. The stock has a market capitalization of $62.74 billion, a P/E ratio of 18.83 and a beta of 0.95. The business has a 50-day moving average of $192.62 and a two-hundred day moving average of $188.90.

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).