US Financial Advisors LLC Purchases 1,550 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

US Financial Advisors LLC grew its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 66,332 shares of the exchange traded fund’s stock after acquiring an additional 1,550 shares during the quarter. iShares Russell 1000 Value ETF comprises 3.8% of US Financial Advisors LLC’s portfolio, making the stock its 6th biggest position. US Financial Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $12,280,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Moulton Wealth Management Inc. purchased a new position in iShares Russell 1000 Value ETF in the 4th quarter worth approximately $342,000. Annex Advisory Services LLC grew its position in shares of iShares Russell 1000 Value ETF by 9.6% in the 4th quarter. Annex Advisory Services LLC now owns 5,307 shares of the exchange traded fund’s stock worth $983,000 after acquiring an additional 463 shares in the last quarter. LVW Advisors LLC bought a new stake in iShares Russell 1000 Value ETF during the fourth quarter valued at $339,000. Diversify Wealth Management LLC lifted its holdings in iShares Russell 1000 Value ETF by 25.8% in the fourth quarter. Diversify Wealth Management LLC now owns 6,267 shares of the exchange traded fund’s stock worth $1,150,000 after purchasing an additional 1,285 shares during the period. Finally, Thrive Wealth Management LLC raised its holdings in iShares Russell 1000 Value ETF by 18.7% during the fourth quarter. Thrive Wealth Management LLC now owns 6,758 shares of the exchange traded fund’s stock worth $1,251,000 after purchasing an additional 1,063 shares in the last quarter.

iShares Russell 1000 Value ETF Trading Up 0.1%

Shares of IWD stock opened at $191.30 on Tuesday. The company has a market capitalization of $62.26 billion, a price-to-earnings ratio of 19.08 and a beta of 0.90. iShares Russell 1000 Value ETF has a 1-year low of $163.19 and a 1-year high of $200.42. The stock’s fifty day simple moving average is $182.46 and its 200-day simple moving average is $188.55.

iShares Russell 1000 Value ETF Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index).