Goelzer Investment Management Inc. Has $13.25 Million Stake in iShares Russell 1000 Value Index (NYSE:IWD)

Goelzer Investment Management Inc. grew its holdings in iShares Russell 1000 Value Index (NYSE:IWD) by 4.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 111,763 shares of the exchange traded fund’s stock after purchasing an additional 4,916 shares during the quarter. iShares Russell 1000 Value Index comprises about 1.6% of Goelzer Investment Management Inc.’s portfolio, making the stock its 8th biggest position. Goelzer Investment Management Inc.’s holdings in iShares Russell 1000 Value Index were worth $13,245,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the company. McKinley Carter Wealth Services Inc. acquired a new position in shares of iShares Russell 1000 Value Index in the 3rd quarter valued at about $5,788,000. Edgestream Partners L.P. raised its stake in iShares Russell 1000 Value Index by 116.1% during the 3rd quarter. Edgestream Partners L.P. now owns 3,835 shares of the exchange traded fund’s stock worth $454,000 after buying an additional 2,060 shares during the period. Brightworth raised its stake in iShares Russell 1000 Value Index by 27.7% during the 3rd quarter. Brightworth now owns 6,702 shares of the exchange traded fund’s stock worth $794,000 after buying an additional 1,453 shares during the period. Investment Partners Ltd. OH ADV raised its stake in iShares Russell 1000 Value Index by 4.6% during the 3rd quarter. Investment Partners Ltd. OH ADV now owns 27,288 shares of the exchange traded fund’s stock worth $3,234,000 after buying an additional 1,201 shares during the period. Finally, JFS Wealth Advisors LLC raised its stake in iShares Russell 1000 Value Index by 490.7% during the 3rd quarter. JFS Wealth Advisors LLC now owns 9,539 shares of the exchange traded fund’s stock worth $1,130,000 after buying an additional 7,924 shares during the period.

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iShares Russell 1000 Value Index (NYSE:IWD) traded down $0.18 during mid-day trading on Friday, reaching $119.35. The company had a trading volume of 1,675,184 shares. iShares Russell 1000 Value Index has a fifty-two week low of $106.37 and a fifty-two week high of $121.24.

iShares Russell 1000 Value Index 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).

Institutional Ownership by Quarter for iShares Russell 1000 Value Index (NYSE:IWD)

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