Wescott Financial Advisory Group LLC Sells 4,689 Shares of iShares Russell Mid-Cap Value ETF $IWS

Wescott Financial Advisory Group LLC lowered its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 205,539 shares of the company’s stock after selling 4,689 shares during the period. iShares Russell Mid-Cap Value ETF makes up approximately 2.5% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 11th biggest holding. Wescott Financial Advisory Group LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $28,991,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Kohmann Bosshard Financial Services LLC bought a new stake in iShares Russell Mid-Cap Value ETF in the fourth quarter worth about $28,000. Triumph Capital Management bought a new stake in shares of iShares Russell Mid-Cap Value ETF during the third quarter valued at approximately $29,000. Center for Financial Planning Inc. raised its stake in shares of iShares Russell Mid-Cap Value ETF by 113.8% during the third quarter. Center for Financial Planning Inc. now owns 248 shares of the company’s stock valued at $35,000 after acquiring an additional 132 shares in the last quarter. Investment Counsel Co. of Nevada bought a new stake in shares of iShares Russell Mid-Cap Value ETF during the third quarter valued at approximately $35,000. Finally, Laurel Wealth Advisors LLC bought a new stake in shares of iShares Russell Mid-Cap Value ETF during the fourth quarter valued at approximately $35,000. Institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Stock Performance

iShares Russell Mid-Cap Value ETF stock opened at $161.87 on Friday. The company has a 50 day moving average price of $156.21 and a 200-day moving average price of $149.83. iShares Russell Mid-Cap Value ETF has a fifty-two week low of $128.00 and a fifty-two week high of $162.64. The company has a market capitalization of $15.43 billion, a PE ratio of 19.11 and a beta of 0.95.

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. 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.