LGT Financial Advisors LLC Cuts Stock Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

LGT Financial Advisors LLC cut its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 3.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,198 shares of the company’s stock after selling 320 shares during the quarter. iShares Russell Mid-Cap Value ETF comprises approximately 2.3% of LGT Financial Advisors LLC’s holdings, making the stock its 6th largest position. LGT Financial Advisors LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $1,110,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Envestnet Portfolio Solutions Inc. boosted its holdings in iShares Russell Mid-Cap Value ETF by 29.4% during the first quarter. Envestnet Portfolio Solutions Inc. now owns 4,046,878 shares of the company’s stock valued at $507,195,000 after acquiring an additional 919,370 shares during the period. Jones Financial Companies Lllp lifted its position in shares of iShares Russell Mid-Cap Value ETF by 4.8% during the 4th quarter. Jones Financial Companies Lllp now owns 7,518,850 shares of the company’s stock worth $874,367,000 after purchasing an additional 341,582 shares during the last quarter. GLOBALT Investments LLC GA bought a new stake in iShares Russell Mid-Cap Value ETF during the 4th quarter valued at approximately $31,845,000. Cetera Investment Advisers grew its holdings in iShares Russell Mid-Cap Value ETF by 648.3% in the 1st quarter. Cetera Investment Advisers now owns 295,739 shares of the company’s stock valued at $37,065,000 after buying an additional 256,218 shares during the last quarter. Finally, Thompson Siegel & Walmsley LLC increased its position in iShares Russell Mid-Cap Value ETF by 215.7% in the 4th quarter. Thompson Siegel & Walmsley LLC now owns 211,995 shares of the company’s stock worth $24,653,000 after buying an additional 144,851 shares during the period.

iShares Russell Mid-Cap Value ETF Price Performance

NYSEARCA:IWS opened at $127.49 on Friday. iShares Russell Mid-Cap Value ETF has a one year low of $97.40 and a one year high of $130.50. The company has a fifty day moving average price of $125.04 and a 200 day moving average price of $122.65. The stock has a market cap of $13.35 billion, a P/E ratio of 17.15 and a beta of 0.97.

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.