Summit Wealth Partners LLC Sells 1,270 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Summit Wealth Partners LLC lessened its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 38.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 2,016 shares of the company’s stock after selling 1,270 shares during the period. Summit Wealth Partners LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $261,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of IWS. Accredited Investors Inc. grew its holdings in iShares Russell Mid-Cap Value ETF by 2,738.7% in the third quarter. Accredited Investors Inc. now owns 2,296,845 shares of the company’s stock worth $303,758,000 after purchasing an additional 2,215,933 shares during the last quarter. Reinhart Partners LLC. purchased a new position in iShares Russell Mid-Cap Value ETF in the fourth quarter worth $31,755,000. International Assets Investment Management LLC grew its holdings in iShares Russell Mid-Cap Value ETF by 1,813.0% in the third quarter. International Assets Investment Management LLC now owns 146,861 shares of the company’s stock worth $19,422,000 after purchasing an additional 139,184 shares during the last quarter. FSA Wealth Management LLC purchased a new position in iShares Russell Mid-Cap Value ETF in the third quarter worth $15,283,000. Finally, LPL Financial LLC grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 12.6% during the third quarter. LPL Financial LLC now owns 987,928 shares of the company’s stock valued at $130,653,000 after buying an additional 110,325 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS opened at $133.79 on Thursday. The firm has a market capitalization of $14.01 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 $113.80 and a 1-year high of $140.95. The company’s fifty day moving average price is $133.08 and its 200-day moving average price is $131.29.

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.