Heritage Financial Services LLC Grows Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Heritage Financial Services LLC increased its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 16.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,692 shares of the exchange traded fund’s stock after acquiring an additional 386 shares during the quarter. Heritage Financial Services LLC’s holdings in iShares Russell 1000 Value ETF were worth $498,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Eagle Bay Advisors LLC bought a new stake in shares of iShares Russell 1000 Value ETF in the third quarter worth about $32,000. Hantz Financial Services Inc. bought a new stake in iShares Russell 1000 Value ETF in the 4th quarter worth approximately $35,000. Carmichael Hill & Associates Inc. raised its holdings in shares of iShares Russell 1000 Value ETF by 536.1% during the 3rd quarter. Carmichael Hill & Associates Inc. now owns 229 shares of the exchange traded fund’s stock worth $43,000 after acquiring an additional 193 shares in the last quarter. Northwest Investment Counselors LLC bought a new position in shares of iShares Russell 1000 Value ETF during the 3rd quarter valued at approximately $44,000. Finally, Howe & Rusling Inc. boosted its position in shares of iShares Russell 1000 Value ETF by 144.1% during the 3rd quarter. Howe & Rusling Inc. now owns 249 shares of the exchange traded fund’s stock valued at $47,000 after acquiring an additional 147 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Performance

Shares of IWD opened at $194.87 on Friday. The stock has a market capitalization of $61.04 billion, a PE ratio of 17.81 and a beta of 0.77. The company’s fifty day moving average is $191.07 and its 200 day moving average is $188.17. iShares Russell 1000 Value ETF has a fifty-two week low of $164.34 and a fifty-two week 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).