Congress Wealth Management LLC DE Has $802,000 Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Congress Wealth Management LLC DE increased its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 14.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,200 shares of the company’s stock after acquiring an additional 800 shares during the quarter. Congress Wealth Management LLC DE’s holdings in iShares Russell Mid-Cap Value ETF were worth $802,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the stock. Raymond James Financial Inc. bought a new position in iShares Russell Mid-Cap Value ETF during the 4th quarter worth approximately $97,688,000. Jones Financial Companies Lllp raised its stake in iShares Russell Mid-Cap Value ETF by 6.7% during the fourth quarter. Jones Financial Companies Lllp now owns 9,320,249 shares of the company’s stock worth $1,205,481,000 after buying an additional 583,892 shares during the last quarter. Anchor Capital Advisors LLC lifted its holdings in iShares Russell Mid-Cap Value ETF by 137.2% in the fourth quarter. Anchor Capital Advisors LLC now owns 498,392 shares of the company’s stock valued at $64,462,000 after buying an additional 288,246 shares during the period. Reinhart Partners LLC. bought a new stake in iShares Russell Mid-Cap Value ETF during the fourth quarter valued at $31,755,000. Finally, SVB Wealth LLC grew its holdings in iShares Russell Mid-Cap Value ETF by 391.2% during the 4th quarter. SVB Wealth LLC now owns 298,260 shares of the company’s stock worth $38,577,000 after acquiring an additional 237,538 shares during the period.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of NYSEARCA:IWS opened at $126.96 on Friday. iShares Russell Mid-Cap Value ETF has a 1 year low of $117.00 and a 1 year high of $140.95. The business’s 50-day moving average is $130.55 and its 200-day moving average is $131.98. The company has a market capitalization of $13.43 billion, a price-to-earnings ratio of 18.92 and a beta of 1.13.

iShares Russell Mid-Cap Value ETF Company 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.