Wescott Financial Advisory Group LLC Reduces Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Wescott Financial Advisory Group LLC lowered its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 13.2% during the third quarter, HoldingsChannel reports. The firm owned 235,949 shares of the company’s stock after selling 36,021 shares during the quarter. iShares Russell Mid-Cap Value ETF makes up 3.4% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 9th largest position. Wescott Financial Advisory Group LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $31,204,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. American Capital Advisory LLC increased its holdings in shares of iShares Russell Mid-Cap Value ETF by 100.0% during the 3rd quarter. American Capital Advisory LLC now owns 220 shares of the company’s stock worth $29,000 after acquiring an additional 110 shares during the last quarter. Rothschild Investment LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the 2nd quarter worth approximately $27,000. Tortoise Investment Management LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the 2nd quarter worth approximately $32,000. Kimelman & Baird LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the 2nd quarter worth approximately $34,000. Finally, Darwin Wealth Management LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the 3rd quarter worth approximately $44,000.

iShares Russell Mid-Cap Value ETF Trading Up 0.9 %

IWS stock opened at $138.63 on Friday. The firm has a market capitalization of $14.51 billion, a PE ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a 1-year low of $106.71 and a 1-year high of $138.89. The business’s 50 day simple moving average is $132.83 and its 200 day simple moving average is $127.07.

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.