Advisor OS LLC Lowers Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Advisor OS LLC decreased its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 4.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,518 shares of the exchange traded fund’s stock after selling 150 shares during the period. Advisor OS LLC’s holdings in iShares Russell 1000 Value ETF were worth $651,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Farmers & Merchants Investments Inc. increased its holdings in shares of iShares Russell 1000 Value ETF by 0.8% in the 3rd quarter. Farmers & Merchants Investments Inc. now owns 7,046 shares of the exchange traded fund’s stock worth $1,337,000 after purchasing an additional 57 shares in the last quarter. Highline Wealth Partners LLC bought a new stake in iShares Russell 1000 Value ETF in the 3rd quarter worth about $352,000. Golden State Equity Partners purchased a new position in iShares Russell 1000 Value ETF in the 3rd quarter worth about $275,000. Mycio Wealth Partners LLC lifted its stake in iShares Russell 1000 Value ETF by 25.8% during the 3rd quarter. Mycio Wealth Partners LLC now owns 12,076 shares of the exchange traded fund’s stock valued at $2,292,000 after acquiring an additional 2,476 shares during the period. Finally, Diversify Wealth Management LLC bought a new position in iShares Russell 1000 Value ETF during the 3rd quarter valued at about $951,000.

iShares Russell 1000 Value ETF Price Performance

NYSEARCA IWD opened at $192.41 on Thursday. The stock has a market capitalization of $61.89 billion, a price-to-earnings ratio of 19.81 and a beta of 0.98. The business’s fifty day moving average price is $190.52 and its 200-day moving average price is $190.16. iShares Russell 1000 Value ETF has a 1-year low of $168.85 and a 1-year high of $200.42.

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).