Clarus Wealth Advisors Takes Position in iShares Russell 1000 Value Index (IWD)

Clarus Wealth Advisors bought a new stake in shares of iShares Russell 1000 Value Index (NYSEARCA:IWD) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 46,178 shares of the exchange traded fund’s stock, valued at approximately $5,742,000. iShares Russell 1000 Value Index comprises approximately 5.5% of Clarus Wealth Advisors’ investment portfolio, making the stock its 6th biggest holding.

Other large investors also recently added to or reduced their stakes in the company. SG Americas Securities LLC acquired a new position in shares of iShares Russell 1000 Value Index in the 3rd quarter valued at $416,000. Valeo Financial Advisors LLC acquired a new position in shares of iShares Russell 1000 Value Index in the 3rd quarter valued at $4,831,000. LBJ Family Wealth Advisors Ltd. raised its stake in shares of iShares Russell 1000 Value Index by 0.5% in the 4th quarter. LBJ Family Wealth Advisors Ltd. now owns 201,055 shares of the exchange traded fund’s stock valued at $24,999,000 after buying an additional 986 shares in the last quarter. Tarbox Family Office Inc. acquired a new position in shares of iShares Russell 1000 Value Index in the 3rd quarter valued at $718,000. Finally, Cetera Investment Advisers raised its stake in shares of iShares Russell 1000 Value Index by 4.3% in the 3rd quarter. Cetera Investment Advisers now owns 49,395 shares of the exchange traded fund’s stock valued at $5,852,000 after buying an additional 2,022 shares in the last quarter.

Shares of iShares Russell 1000 Value Index (IWD) traded up $0.36 during mid-day trading on Wednesday, hitting $121.92. 749,925 shares of the stock were exchanged, compared to its average volume of 3,173,515. iShares Russell 1000 Value Index has a 52 week low of $112.39 and a 52 week high of $131.56. The firm has a market cap of $36,980.00 and a PE ratio of 14.75.

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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 (NYSEARCA:IWD)

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