Venturi Wealth Management LLC Takes $227,000 Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Venturi Wealth Management LLC bought a new position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 1,717 shares of the company’s stock, valued at approximately $227,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. US Bancorp DE lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 2.3% during the 3rd quarter. US Bancorp DE now owns 4,179,134 shares of the company’s stock worth $552,711,000 after acquiring an additional 92,032 shares during the period. Envestnet Portfolio Solutions Inc. lifted its stake in iShares Russell Mid-Cap Value ETF by 2.5% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 4,147,092 shares of the company’s stock worth $500,720,000 after purchasing an additional 100,214 shares during the period. First Citizens Bank & Trust Co. boosted its holdings in iShares Russell Mid-Cap Value ETF by 2.6% during the second quarter. First Citizens Bank & Trust Co. now owns 2,894,098 shares of the company’s stock valued at $349,433,000 after purchasing an additional 72,108 shares in the last quarter. Victory Capital Management Inc. grew its stake in shares of iShares Russell Mid-Cap Value ETF by 1.0% in the 2nd quarter. Victory Capital Management Inc. now owns 1,215,700 shares of the company’s stock valued at $146,784,000 after purchasing an additional 12,200 shares during the period. Finally, Cassaday & Co Wealth Management LLC raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.8% in the 2nd quarter. Cassaday & Co Wealth Management LLC now owns 930,308 shares of the company’s stock worth $112,325,000 after buying an additional 16,220 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS stock opened at $136.19 on Thursday. The stock’s fifty day simple moving average is $131.62 and its 200 day simple moving average is $126.35. iShares Russell Mid-Cap Value ETF has a one year low of $104.31 and a one year high of $138.12. The firm has a market cap of $14.26 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97.

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.