Castle Wealth Management LLC Sells 58 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Castle Wealth Management LLC lessened its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 15,184 shares of the exchange traded fund’s stock after selling 58 shares during the quarter. iShares Russell 1000 Value ETF makes up about 1.2% of Castle Wealth Management LLC’s investment portfolio, making the stock its 28th largest holding. Castle Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,882,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in IWD. Advisory Services Network LLC increased its stake in shares of iShares Russell 1000 Value ETF by 1.4% during the first quarter. Advisory Services Network LLC now owns 34,024 shares of the exchange traded fund’s stock valued at $6,094,000 after purchasing an additional 468 shares in the last quarter. Concord Investment Counsel Inc. bought a new position in iShares Russell 1000 Value ETF during the 1st quarter valued at approximately $290,000. Empowered Funds LLC bought a new position in iShares Russell 1000 Value ETF during the 1st quarter valued at approximately $290,000. Insight 2811 Inc. raised its stake in iShares Russell 1000 Value ETF by 0.5% during the first quarter. Insight 2811 Inc. now owns 71,310 shares of the exchange traded fund’s stock valued at $12,772,000 after buying an additional 331 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in iShares Russell 1000 Value ETF by 8.4% in the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 5,056 shares of the exchange traded fund’s stock worth $906,000 after acquiring an additional 391 shares in the last quarter.

iShares Russell 1000 Value ETF Trading Down 0.2 %

NYSEARCA IWD opened at $194.41 on Thursday. iShares Russell 1000 Value ETF has a 12 month low of $148.63 and a 12 month high of $196.86. The stock’s fifty day moving average price is $188.77 and its 200-day moving average price is $181.23. The stock has a market cap of $60.90 billion, a P/E ratio of 17.81 and a beta of 0.77.

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).