iShares Russell Mid-Cap Value ETF $IWS Shares Bought by Heritage Wealth Advisors

Heritage Wealth Advisors lifted its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 0.4% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 515,391 shares of the company’s stock after acquiring an additional 2,216 shares during the period. iShares Russell Mid-Cap Value ETF accounts for about 3.2% of Heritage Wealth Advisors’ portfolio, making the stock its 5th largest position. Heritage Wealth Advisors’ holdings in iShares Russell Mid-Cap Value ETF were worth $68,104,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. City Center Advisors LLC increased its stake in iShares Russell Mid-Cap Value ETF by 1.9% in the second quarter. City Center Advisors LLC now owns 4,228 shares of the company’s stock valued at $559,000 after purchasing an additional 78 shares in the last quarter. Sonata Capital Group Inc. increased its position in iShares Russell Mid-Cap Value ETF by 0.9% in the 2nd quarter. Sonata Capital Group Inc. now owns 8,972 shares of the company’s stock valued at $1,186,000 after buying an additional 81 shares in the last quarter. NBC Securities Inc. increased its position in iShares Russell Mid-Cap Value ETF by 1.3% in the 2nd quarter. NBC Securities Inc. now owns 6,665 shares of the company’s stock valued at $880,000 after buying an additional 88 shares in the last quarter. Breakwater Capital Group raised its stake in iShares Russell Mid-Cap Value ETF by 3.7% during the 2nd quarter. Breakwater Capital Group now owns 2,905 shares of the company’s stock worth $384,000 after buying an additional 103 shares during the period. Finally, Westside Investment Management Inc. boosted its holdings in iShares Russell Mid-Cap Value ETF by 108.3% in the second quarter. Westside Investment Management Inc. now owns 200 shares of the company’s stock worth $27,000 after acquiring an additional 104 shares in the last quarter. 80.17% of the stock is owned by institutional investors.

iShares Russell Mid-Cap Value ETF Stock Performance

Shares of iShares Russell Mid-Cap Value ETF stock opened at $135.95 on Wednesday. The stock has a market capitalization of $13.55 billion, a PE ratio of 19.11 and a beta of 1.02. iShares Russell Mid-Cap Value ETF has a 52 week low of $108.85 and a 52 week high of $141.68. The stock has a 50 day moving average price of $138.79 and a two-hundred day moving average price of $134.91.

About iShares Russell Mid-Cap Value ETF

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.