REDW Stanley Financial Advisors LLC Cuts Stake in iShares Russell 1000 Value Index (NYSE:IWD)

REDW Stanley Financial Advisors LLC decreased its position in iShares Russell 1000 Value Index (NYSE:IWD) by 19.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 4,747 shares of the exchange traded fund’s stock after selling 1,149 shares during the period. iShares Russell 1000 Value Index comprises approximately 0.5% of REDW Stanley Financial Advisors LLC’s portfolio, making the stock its 24th biggest holding. REDW Stanley Financial Advisors LLC’s holdings in iShares Russell 1000 Value Index were worth $563,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of IWD. Osborne Partners Capital Management LLC boosted its stake in shares of iShares Russell 1000 Value Index by 0.9% during the second quarter. Osborne Partners Capital Management LLC now owns 20,187 shares of the exchange traded fund’s stock valued at $2,350,000 after acquiring an additional 187 shares during the last quarter. Gibson Capital LLC boosted its stake in iShares Russell 1000 Value Index by 22.9% in the 2nd quarter. Gibson Capital LLC now owns 2,146 shares of the exchange traded fund’s stock worth $247,000 after buying an additional 400 shares during the last quarter. Investment Partners Ltd. OH ADV boosted its stake in iShares Russell 1000 Value Index by 11.2% in the 2nd quarter. Investment Partners Ltd. OH ADV now owns 26,087 shares of the exchange traded fund’s stock worth $3,037,000 after buying an additional 2,636 shares during the last quarter. Puplava Financial Services Inc. boosted its stake in iShares Russell 1000 Value Index by 61.1% in the 2nd quarter. Puplava Financial Services Inc. now owns 116,074 shares of the exchange traded fund’s stock worth $13,514,000 after buying an additional 44,039 shares during the last quarter. Finally, Berkshire Asset Management LLC PA boosted its stake in iShares Russell 1000 Value Index by 0.4% in the 2nd quarter. Berkshire Asset Management LLC PA now owns 30,253 shares of the exchange traded fund’s stock worth $3,522,000 after buying an additional 128 shares during the last quarter.

Shares of iShares Russell 1000 Value Index (IWD) opened at $119.35 on Friday. iShares Russell 1000 Value Index has a 52 week low of $106.37 and a 52 week high of $121.24.

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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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