Wealthquest Corp Sells 1,448 Shares of iShares Russell 3000 Value Index (IUSV)

Wealthquest Corp reduced its holdings in shares of iShares Russell 3000 Value Index (BMV:IUSV) by 3.2% in the first quarter, according to its most recent filing with the SEC. The fund owned 44,284 shares of the company’s stock after selling 1,448 shares during the period. iShares Russell 3000 Value Index comprises 0.9% of Wealthquest Corp’s portfolio, making the stock its 26th biggest position. Wealthquest Corp’s holdings in iShares Russell 3000 Value Index were worth $2,428,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Personal Financial Consultants Inc. ADV raised its position in shares of iShares Russell 3000 Value Index by 1.3% in the 4th quarter. Personal Financial Consultants Inc. ADV now owns 14,859 shares of the company’s stock worth $729,000 after acquiring an additional 191 shares in the last quarter. Gradient Investments LLC boosted its stake in shares of iShares Russell 3000 Value Index by 69.0% in the fourth quarter. Gradient Investments LLC now owns 551 shares of the company’s stock worth $27,000 after buying an additional 225 shares during the last quarter. BDO Wealth Advisors LLC boosted its stake in shares of iShares Russell 3000 Value Index by 12.1% in the fourth quarter. BDO Wealth Advisors LLC now owns 2,512 shares of the company’s stock worth $123,000 after buying an additional 272 shares during the last quarter. Newman Dignan & Sheerar Inc. raised its holdings in iShares Russell 3000 Value Index by 23.5% in the 4th quarter. Newman Dignan & Sheerar Inc. now owns 1,575 shares of the company’s stock worth $211,000 after purchasing an additional 300 shares during the period. Finally, Lavaca Capital LLC acquired a new position in iShares Russell 3000 Value Index in the 4th quarter worth about $25,000.

Shares of iShares Russell 3000 Value Index stock traded up $0.07 during mid-day trading on Thursday, reaching $56.72. iShares Russell 3000 Value Index has a fifty-two week low of $905.35 and a fifty-two week high of $1,088.00.

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 26th. Stockholders of record on Thursday, March 21st were given a $0.3116 dividend. The ex-dividend date of this dividend was Wednesday, March 20th. This represents a $1.25 dividend on an annualized basis and a dividend yield of 2.20%.

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Further Reading: Support Level

Institutional Ownership by Quarter for iShares Russell 3000 Value Index (BMV:IUSV)

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