Integrated Wealth Concepts LLC lifted its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 62.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,370 shares of the company’s stock after purchasing an additional 4,762 shares during the period. Integrated Wealth Concepts LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $1,600,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also modified their holdings of IWS. Roxbury Financial LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the fourth quarter valued at approximately $25,000. Hoese & Co LLP purchased a new position in iShares Russell Mid-Cap Value ETF during the 4th quarter worth approximately $26,000. Kohmann Bosshard Financial Services LLC acquired a new stake in iShares Russell Mid-Cap Value ETF during the 4th quarter valued at $26,000. Albion Financial Group UT purchased a new stake in shares of iShares Russell Mid-Cap Value ETF in the fourth quarter valued at $30,000. Finally, Crews Bank & Trust acquired a new stake in shares of iShares Russell Mid-Cap Value ETF in the fourth quarter worth $33,000.
iShares Russell Mid-Cap Value ETF Trading Up 0.4 %
Shares of IWS stock opened at $122.23 on Tuesday. The company has a market capitalization of $12.86 billion, a price-to-earnings ratio of 17.34 and a beta of 1.02. iShares Russell Mid-Cap Value ETF has a 1-year low of $108.85 and a 1-year high of $140.95. The stock’s fifty day simple moving average is $123.60 and its 200-day simple moving average is $130.08.
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.
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