iShares Russell Mid-Cap Value ETF $IWS Shares Acquired by SVB Wealth LLC

SVB Wealth LLC lifted its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 5.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 276,422 shares of the company’s stock after buying an additional 15,220 shares during the period. iShares Russell Mid-Cap Value ETF comprises approximately 2.6% of SVB Wealth LLC’s investment portfolio, making the stock its 8th biggest position. SVB Wealth LLC owned approximately 0.30% of iShares Russell Mid-Cap Value ETF worth $45,499,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Allied Private Wealth LLC bought a new position in iShares Russell Mid-Cap Value ETF in the 2nd quarter valued at approximately $27,000. Signature Resources Capital Management LLC raised its stake in shares of iShares Russell Mid-Cap Value ETF by 116.5% during the first quarter. Signature Resources Capital Management LLC now owns 171 shares of the company’s stock valued at $25,000 after acquiring an additional 92 shares during the last quarter. Triumph Capital Management acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the third quarter worth $29,000. Abound Wealth Management grew its stake in shares of iShares Russell Mid-Cap Value ETF by 135.3% in the second quarter. Abound Wealth Management now owns 240 shares of the company’s stock worth $40,000 after purchasing an additional 138 shares during the last quarter. Finally, Basecamp Wealth Advisors LLC acquired a new stake in iShares Russell Mid-Cap Value ETF in the first quarter valued at $44,000. 80.17% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS opened at $168.57 on Wednesday. The business has a 50-day moving average of $168.71 and a 200-day moving average of $159.70. The company has a market capitalization of $15.71 billion, a price-to-earnings ratio of 19.11 and a beta of 0.95. iShares Russell Mid-Cap Value ETF has a 1 year low of $133.74 and a 1 year high of $173.52.

iShares Russell Mid-Cap Value ETF Company 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. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.