Selective Wealth Management Inc. Has $247,000 Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Selective Wealth Management Inc. raised its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 10.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,324 shares of the exchange traded fund’s stock after purchasing an additional 124 shares during the period. Selective Wealth Management Inc.’s holdings in iShares Russell 1000 Value ETF were worth $247,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Retirement Wealth Solutions LLC acquired a new position in iShares Russell 1000 Value ETF during the 4th quarter worth approximately $62,000. Sax Wealth Advisors LLC grew its stake in iShares Russell 1000 Value ETF by 2.2% in the fourth quarter. Sax Wealth Advisors LLC now owns 7,912 shares of the exchange traded fund’s stock valued at $1,465,000 after acquiring an additional 172 shares during the period. Merit Financial Group LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 150.8% during the fourth quarter. Merit Financial Group LLC now owns 20,657 shares of the exchange traded fund’s stock valued at $3,824,000 after acquiring an additional 12,422 shares in the last quarter. Relyea Zuckerberg Hanson LLC raised its position in shares of iShares Russell 1000 Value ETF by 0.7% during the fourth quarter. Relyea Zuckerberg Hanson LLC now owns 222,296 shares of the exchange traded fund’s stock worth $41,154,000 after purchasing an additional 1,523 shares during the period. Finally, Saxon Interests Inc. lifted its holdings in shares of iShares Russell 1000 Value ETF by 43.9% in the 4th quarter. Saxon Interests Inc. now owns 18,751 shares of the exchange traded fund’s stock worth $3,471,000 after purchasing an additional 5,720 shares in the last quarter.

iShares Russell 1000 Value ETF Trading Up 0.7 %

NYSEARCA IWD opened at $191.48 on Friday. The company has a fifty day simple moving average of $191.32 and a 200 day simple moving average of $186.95. iShares Russell 1000 Value ETF has a 12-month low of $160.98 and a 12-month high of $200.42. The company has a market cap of $59.98 billion, a P/E ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF Company 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).