Holistic Financial Partners Sells 520 Shares of iShares Russell 1000 Value ETF (IWD)

Holistic Financial Partners trimmed its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.6% during the 3rd quarter, Holdings Channel reports. The firm owned 31,125 shares of the exchange traded fund’s stock after selling 520 shares during the quarter. iShares Russell 1000 Value ETF accounts for about 3.7% of Holistic Financial Partners’ investment portfolio, making the stock its 10th largest holding. Holistic Financial Partners’ holdings in iShares Russell 1000 Value ETF were worth $3,941,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of IWD. The Manufacturers Life Insurance Company increased its holdings in shares of iShares Russell 1000 Value ETF by 121.1% in the first quarter. The Manufacturers Life Insurance Company now owns 27,404 shares of the exchange traded fund’s stock worth $3,287,000 after purchasing an additional 15,008 shares during the last quarter. Millennium Management LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 21.9% in the first quarter. Millennium Management LLC now owns 82,640 shares of the exchange traded fund’s stock worth $9,913,000 after purchasing an additional 14,866 shares during the last quarter. Stairway Partners LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 4.7% in the second quarter. Stairway Partners LLC now owns 430,066 shares of the exchange traded fund’s stock worth $52,201,000 after purchasing an additional 19,209 shares during the last quarter. First Citizens Bank & Trust Co. increased its holdings in shares of iShares Russell 1000 Value ETF by 4.0% in the second quarter. First Citizens Bank & Trust Co. now owns 35,636 shares of the exchange traded fund’s stock worth $4,325,000 after purchasing an additional 1,385 shares during the last quarter. Finally, Hudson Capital Management LLC bought a new stake in shares of iShares Russell 1000 Value ETF in the second quarter worth about $206,000.

Shares of IWD stock opened at $122.75 on Wednesday. iShares Russell 1000 Value ETF has a 12-month low of $116.03 and a 12-month high of $131.56.

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About iShares Russell 1000 Value ETF

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).

Further Reading: How dollar cost averaging works

Want to see what other hedge funds are holding IWD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell 1000 Value ETF (NYSEARCA:IWD).

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

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