Diversified Portfolios Inc. Lowers Holdings in iShares Russell 1000 Value Index (IWD)

Diversified Portfolios Inc. lessened its position in shares of iShares Russell 1000 Value Index (NYSEARCA:IWD) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 31,325 shares of the exchange traded fund’s stock after selling 1,810 shares during the quarter. iShares Russell 1000 Value Index makes up 2.1% of Diversified Portfolios Inc.’s holdings, making the stock its 9th biggest position. Diversified Portfolios Inc.’s holdings in iShares Russell 1000 Value Index were worth $3,895,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. SG Americas Securities LLC acquired a new stake in shares of iShares Russell 1000 Value Index in the third quarter valued at about $416,000. LBJ Family Wealth Advisors Ltd. lifted its stake in shares of iShares Russell 1000 Value Index by 0.5% in the fourth quarter. LBJ Family Wealth Advisors Ltd. now owns 201,055 shares of the exchange traded fund’s stock worth $24,999,000 after buying an additional 986 shares in the last quarter. Tarbox Family Office Inc. purchased a new position in shares of iShares Russell 1000 Value Index in the third quarter worth about $718,000. Valeo Financial Advisors LLC purchased a new position in shares of iShares Russell 1000 Value Index in the third quarter worth about $4,831,000. Finally, Cetera Investment Advisers raised its stake in iShares Russell 1000 Value Index by 4.3% during the third quarter. Cetera Investment Advisers now owns 49,395 shares of the exchange traded fund’s stock worth $5,852,000 after purchasing an additional 2,022 shares during the period.

iShares Russell 1000 Value Index (NYSEARCA:IWD) opened at $129.33 on Friday. iShares Russell 1000 Value Index has a 52 week low of $112.09 and a 52 week high of $131.56. The company has a market cap of $40,050.00 and a PE ratio of 15.70.

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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).

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

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