Carlton Hofferkamp & Jenks Wealth Management LLC Increases Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Carlton Hofferkamp & Jenks Wealth Management LLC raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 1.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,497 shares of the company’s stock after purchasing an additional 90 shares during the quarter. Carlton Hofferkamp & Jenks Wealth Management LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $718,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Biltmore Family Office LLC increased its holdings in iShares Russell Mid-Cap Value ETF by 27.7% in the first quarter. Biltmore Family Office LLC now owns 396 shares of the company’s stock valued at $50,000 after buying an additional 86 shares during the last quarter. Cooper Financial Group boosted its stake in iShares Russell Mid-Cap Value ETF by 2.2% in the second quarter. Cooper Financial Group now owns 4,083 shares of the company’s stock valued at $493,000 after acquiring an additional 88 shares in the last quarter. International Assets Investment Management LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 1.2% in the second quarter. International Assets Investment Management LLC now owns 7,677 shares of the company’s stock valued at $927,000 after acquiring an additional 88 shares in the last quarter. Connecticut Wealth Management LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 0.3% in the second quarter. Connecticut Wealth Management LLC now owns 27,719 shares of the company’s stock valued at $3,347,000 after acquiring an additional 90 shares in the last quarter. Finally, Freestone Capital Holdings LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 1.5% in the first quarter. Freestone Capital Holdings LLC now owns 6,045 shares of the company’s stock valued at $758,000 after acquiring an additional 91 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Price Performance

NYSEARCA IWS opened at $136.39 on Wednesday. iShares Russell Mid-Cap Value ETF has a 1 year low of $102.01 and a 1 year high of $138.12. The company has a market capitalization of $14.28 billion, a PE ratio of 17.15 and a beta of 0.97. The company has a fifty day moving average of $131.46 and a two-hundred day moving average of $126.28.

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.