Sax Wealth Advisors LLC Purchases 97 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Sax Wealth Advisors LLC lifted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,740 shares of the exchange traded fund’s stock after acquiring an additional 97 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,469,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Triad Wealth Partners LLC bought a new position in shares of iShares Russell 1000 Value ETF during the 2nd quarter valued at approximately $25,000. Opal Wealth Advisors LLC bought a new position in shares of iShares Russell 1000 Value ETF during the 2nd quarter valued at approximately $28,000. Concord Wealth Partners grew its position in shares of iShares Russell 1000 Value ETF by 70.4% during the 1st quarter. Concord Wealth Partners now owns 167 shares of the exchange traded fund’s stock valued at $30,000 after acquiring an additional 69 shares during the period. Nemes Rush Group LLC grew its position in shares of iShares Russell 1000 Value ETF by 382.1% during the 2nd quarter. Nemes Rush Group LLC now owns 188 shares of the exchange traded fund’s stock valued at $33,000 after acquiring an additional 149 shares during the period. Finally, Family Firm Inc. bought a new position in shares of iShares Russell 1000 Value ETF during the 2nd quarter valued at approximately $37,000.

iShares Russell 1000 Value ETF Trading Down 0.1 %

IWD opened at $193.18 on Friday. The company has a 50 day moving average of $186.60 and a 200 day moving average of $179.60. The company has a market cap of $60.51 billion, a PE ratio of 17.81 and a beta of 0.77. iShares Russell 1000 Value ETF has a 12 month low of $143.34 and a 12 month high of $193.68.

iShares Russell 1000 Value ETF Company 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).