PDS Planning Inc Decreases Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

PDS Planning Inc lessened its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 14.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,321 shares of the exchange traded fund’s stock after selling 228 shares during the period. PDS Planning Inc’s holdings in iShares Russell 1000 Value ETF were worth $245,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in IWD. Rialto Wealth Management LLC bought a new stake in iShares Russell 1000 Value ETF in the fourth quarter worth $676,000. Massachusetts Financial Services Co. MA grew its stake in shares of iShares Russell 1000 Value ETF by 13.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 130,392 shares of the exchange traded fund’s stock worth $24,748,000 after buying an additional 14,966 shares in the last quarter. Rebalance LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 0.7% in the 4th quarter. Rebalance LLC now owns 42,010 shares of the exchange traded fund’s stock worth $7,777,000 after buying an additional 306 shares during the last quarter. Wedmont Private Capital raised its position in shares of iShares Russell 1000 Value ETF by 49.5% during the 4th quarter. Wedmont Private Capital now owns 4,083 shares of the exchange traded fund’s stock valued at $750,000 after buying an additional 1,351 shares in the last quarter. Finally, Strategic Financial Concepts LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 18,440.5% in the 4th quarter. Strategic Financial Concepts LLC now owns 420,683 shares of the exchange traded fund’s stock valued at $77,881,000 after acquiring an additional 418,414 shares during the last quarter.

iShares Russell 1000 Value ETF Price Performance

Shares of NYSEARCA IWD opened at $188.47 on Thursday. iShares Russell 1000 Value ETF has a 1-year low of $168.85 and a 1-year high of $200.42. The business’s 50 day moving average is $191.25 and its two-hundred day moving average is $190.66. The stock has a market capitalization of $60.96 billion, a P/E ratio of 19.31 and a beta of 0.97.

About iShares Russell 1000 Value ETF

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).