Johnson Financial Group Inc. Boosts Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

Johnson Financial Group Inc. raised its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 160.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,531 shares of the company’s stock after purchasing an additional 4,023 shares during the quarter. Johnson Financial Group Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $863,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Clearstead Trust LLC acquired a new position in iShares Russell Mid-Cap Value ETF in the second quarter valued at $25,000. Westside Investment Management Inc. lifted its stake in shares of iShares Russell Mid-Cap Value ETF by 108.3% in the 2nd quarter. Westside Investment Management Inc. now owns 200 shares of the company’s stock valued at $27,000 after purchasing an additional 104 shares in the last quarter. AlphaCore Capital LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth about $31,000. McClarren Financial Advisors Inc. purchased a new position in iShares Russell Mid-Cap Value ETF in the first quarter valued at approximately $32,000. Finally, Trust Co. of Toledo NA OH purchased a new position in iShares Russell Mid-Cap Value ETF in the 2nd quarter worth approximately $33,000. 80.17% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Stock Up 0.8%

IWS opened at $140.90 on Friday. The firm’s 50 day moving average is $138.62 and its 200-day moving average is $135.40. iShares Russell Mid-Cap Value ETF has a 52-week low of $108.85 and a 52-week high of $141.68. The firm has a market capitalization of $14.05 billion, a P/E ratio of 19.11 and a beta of 1.02.

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.