iShares Russell 1000 Value Index (IWD) Holdings Trimmed by Grubman Wealth Management

Grubman Wealth Management trimmed its holdings in shares of iShares Russell 1000 Value Index (NYSEARCA:IWD) by 2.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 166,777 shares of the exchange traded fund’s stock after selling 3,965 shares during the quarter. iShares Russell 1000 Value Index accounts for about 14.6% of Grubman Wealth Management’s portfolio, making the stock its 2nd largest position. Grubman Wealth Management owned 0.05% of iShares Russell 1000 Value Index worth $20,737,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Jaffetilchin Investment Partners LLC grew its holdings in iShares Russell 1000 Value Index by 77.4% during the 4th quarter. Jaffetilchin Investment Partners LLC now owns 17,376 shares of the exchange traded fund’s stock worth $2,161,000 after acquiring an additional 7,580 shares during the last quarter. Stairway Partners LLC grew its holdings in iShares Russell 1000 Value Index by 0.4% during the 4th quarter. Stairway Partners LLC now owns 410,776 shares of the exchange traded fund’s stock worth $51,076,000 after acquiring an additional 1,533 shares during the last quarter. Confluence Investment Management LLC grew its holdings in iShares Russell 1000 Value Index by 1,484.9% during the 4th quarter. Confluence Investment Management LLC now owns 27,371 shares of the exchange traded fund’s stock worth $3,403,000 after acquiring an additional 25,644 shares during the last quarter. LBJ Family Wealth Advisors Ltd. grew its holdings in iShares Russell 1000 Value Index by 0.5% during the 4th quarter. LBJ Family Wealth Advisors Ltd. now owns 201,055 shares of the exchange traded fund’s stock worth $24,999,000 after acquiring an additional 986 shares during the last quarter. Finally, AXA grew its holdings in iShares Russell 1000 Value Index by 2.9% during the 3rd quarter. AXA now owns 478,403 shares of the exchange traded fund’s stock worth $56,696,000 after acquiring an additional 13,700 shares during the last quarter.

iShares Russell 1000 Value Index (NYSEARCA IWD) traded down $0.09 on Wednesday, reaching $126.58. 8,087,201 shares of the company’s stock were exchanged, compared to its average volume of 3,154,043. iShares Russell 1000 Value Index has a 52-week low of $111.60 and a 52-week high of $127.09. The company has a market cap of $41,980.00 and a price-to-earnings ratio of 15.36.

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 28th. Shareholders of record on Friday, December 22nd were issued a dividend of $0.6349 per share. This represents a $2.54 dividend on an annualized basis and a yield of 2.01%. The ex-dividend date was Thursday, December 21st. iShares Russell 1000 Value Index’s payout ratio is 31.43%.

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iShares Russell 1000 Value Index 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).

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

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