Whitaker Myers Wealth Managers LTD. lifted its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 9.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,033 shares of the company’s stock after purchasing an additional 2,347 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for approximately 1.1% of Whitaker Myers Wealth Managers LTD.’s portfolio, making the stock its 20th largest holding. Whitaker Myers Wealth Managers LTD.’s holdings in iShares Russell Mid-Cap Value ETF were worth $3,626,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also made changes to their positions in IWS. Oppenheimer Asset Management Inc. grew its stake in shares of iShares Russell Mid-Cap Value ETF by 80.3% during the 2nd quarter. Oppenheimer Asset Management Inc. now owns 3,726 shares of the company’s stock worth $450,000 after purchasing an additional 1,659 shares during the period. Wealth Alliance acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 2nd quarter worth approximately $242,000. Blair William & Co. IL grew its stake in shares of iShares Russell Mid-Cap Value ETF by 0.5% during the 2nd quarter. Blair William & Co. IL now owns 23,677 shares of the company’s stock worth $2,859,000 after purchasing an additional 129 shares during the period. Hsbc Holdings PLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 95.7% during the 2nd quarter. Hsbc Holdings PLC now owns 233,692 shares of the company’s stock worth $28,216,000 after purchasing an additional 114,266 shares during the period. Finally, Connecticut Wealth Management LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 0.3% during the 2nd quarter. Connecticut Wealth Management LLC now owns 27,719 shares of the company’s stock worth $3,347,000 after purchasing an additional 90 shares during the period.
iShares Russell Mid-Cap Value ETF Price Performance
Shares of NYSEARCA:IWS opened at $133.64 on Friday. iShares Russell Mid-Cap Value ETF has a 1 year low of $111.92 and a 1 year high of $140.95. The firm has a market capitalization of $13.99 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97. The business’s 50 day moving average price is $133.88 and its 200-day moving average price is $130.27.
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.
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