Waldron Private Wealth LLC Has $30.60 Million Holdings in iShares Russell 3000 ETF (NYSEARCA:IWV)

Waldron Private Wealth LLC trimmed its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 91,536 shares of the company’s stock after selling 144 shares during the period. iShares Russell 3000 ETF comprises about 1.2% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 18th largest holding. Waldron Private Wealth LLC owned about 0.20% of iShares Russell 3000 ETF worth $30,596,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of IWV. Truvestments Capital LLC bought a new stake in iShares Russell 3000 ETF during the 3rd quarter worth approximately $33,000. Blue Trust Inc. boosted its position in iShares Russell 3000 ETF by 384.0% during the 3rd quarter. Blue Trust Inc. now owns 121 shares of the company’s stock worth $37,000 after acquiring an additional 96 shares during the last quarter. Avior Wealth Management LLC boosted its holdings in iShares Russell 3000 ETF by 126.8% during the fourth quarter. Avior Wealth Management LLC now owns 127 shares of the company’s stock worth $43,000 after purchasing an additional 71 shares during the last quarter. Sunbelt Securities Inc. increased its stake in iShares Russell 3000 ETF by 36.0% in the 3rd quarter. Sunbelt Securities Inc. now owns 136 shares of the company’s stock valued at $44,000 after buying an additional 36 shares during the last quarter. Finally, Key Financial Inc boosted its stake in shares of iShares Russell 3000 ETF by 18.9% during the 3rd quarter. Key Financial Inc now owns 472 shares of the company’s stock worth $154,000 after buying an additional 75 shares during the last quarter.

iShares Russell 3000 ETF Stock Performance

NYSEARCA:IWV opened at $344.47 on Friday. iShares Russell 3000 ETF has a 52-week low of $276.42 and a 52-week high of $349.54. The company has a market cap of $15.78 billion, a P/E ratio of 24.59 and a beta of 1.03. The stock’s 50-day simple moving average is $341.89 and its 200 day simple moving average is $328.84.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).