Sonata Capital Group Inc. trimmed its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 3.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,891 shares of the company’s stock after selling 320 shares during the period. Sonata Capital Group Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $1,120,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also modified their holdings of the company. Olde Wealth Management LLC acquired a new position in iShares Russell Mid-Cap Value ETF during the first quarter worth $26,000. Trifecta Capital Advisors LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF in the first quarter valued at about $28,000. Capital A Wealth Management LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF in the fourth quarter valued at about $32,000. Arlington Trust Co LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF in the first quarter valued at about $32,000. Finally, Glen Eagle Advisors LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 42.7% in the fourth quarter. Glen Eagle Advisors LLC now owns 264 shares of the company’s stock valued at $34,000 after purchasing an additional 79 shares during the last quarter. 80.17% of the stock is currently owned by hedge funds and other institutional investors.
iShares Russell Mid-Cap Value ETF Stock Performance
Shares of NYSEARCA:IWS opened at $134.95 on Friday. The company has a market cap of $13.55 billion, a P/E ratio of 18.17 and a beta of 1.08. The stock’s 50-day moving average is $128.68 and its 200-day moving average is $127.96. iShares Russell Mid-Cap Value ETF has a 52-week low of $108.85 and a 52-week high of $140.95.
iShares Russell Mid-Cap Value ETF 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.
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