J.W. Cole Advisors Inc. Buys 11,237 Shares of iShares Russell Mid-Cap Value ETF $IWS

J.W. Cole Advisors Inc. increased its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 76.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,968 shares of the company’s stock after acquiring an additional 11,237 shares during the period. J.W. Cole Advisors Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $3,357,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of IWS. Bank of America Corp DE lifted its holdings in iShares Russell Mid-Cap Value ETF by 0.4% during the 2nd quarter. Bank of America Corp DE now owns 3,759,738 shares of the company’s stock worth $496,812,000 after buying an additional 16,361 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in iShares Russell Mid-Cap Value ETF by 1,160.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,565,153 shares of the company’s stock worth $502,865,000 after buying an additional 3,282,372 shares during the period. TIAA Trust National Association raised its stake in iShares Russell Mid-Cap Value ETF by 1.0% during the 3rd quarter. TIAA Trust National Association now owns 3,427,479 shares of the company’s stock worth $478,709,000 after buying an additional 34,466 shares during the period. Envestnet Portfolio Solutions Inc. raised its stake in iShares Russell Mid-Cap Value ETF by 1.2% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 2,856,534 shares of the company’s stock worth $402,914,000 after buying an additional 33,247 shares during the period. Finally, Ameriprise Financial Inc. increased its holdings in iShares Russell Mid-Cap Value ETF by 3.4% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,128,123 shares of the company’s stock worth $149,477,000 after purchasing an additional 36,938 shares in the last quarter. 80.17% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap Value ETF Trading Down 1.9%

IWS stock opened at $159.43 on Friday. The stock has a market cap of $15.19 billion, a PE ratio of 19.11 and a beta of 0.95. The stock has a 50-day moving average price of $154.92 and a two-hundred day moving average price of $149.04. iShares Russell Mid-Cap Value ETF has a 1 year low of $128.00 and a 1 year high of $162.64.

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. 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.