Occidental Asset Management LLC Decreases Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Occidental Asset Management LLC lessened its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,857 shares of the exchange traded fund’s stock after selling 104 shares during the quarter. Occidental Asset Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $637,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Dixon Fnancial Services Inc. lifted its position in iShares Russell 1000 Value ETF by 27.4% during the fourth quarter. Dixon Fnancial Services Inc. now owns 13,010 shares of the exchange traded fund’s stock worth $2,150,000 after buying an additional 2,800 shares in the last quarter. Evergreen Advisors LLC lifted its position in iShares Russell 1000 Value ETF by 2.4% during the third quarter. Evergreen Advisors LLC now owns 4,818 shares of the exchange traded fund’s stock worth $731,000 after buying an additional 113 shares in the last quarter. Orion Portfolio Solutions LLC lifted its position in iShares Russell 1000 Value ETF by 437.0% during the second quarter. Orion Portfolio Solutions LLC now owns 43,144 shares of the exchange traded fund’s stock worth $13,260,000 after buying an additional 35,110 shares in the last quarter. MGO One Seven LLC lifted its position in iShares Russell 1000 Value ETF by 7.9% during the third quarter. MGO One Seven LLC now owns 3,122 shares of the exchange traded fund’s stock worth $474,000 after buying an additional 228 shares in the last quarter. Finally, Sigma Planning Corp lifted its position in iShares Russell 1000 Value ETF by 17.8% during the third quarter. Sigma Planning Corp now owns 12,005 shares of the exchange traded fund’s stock worth $1,823,000 after buying an additional 1,813 shares in the last quarter.

iShares Russell 1000 Value ETF Price Performance

iShares Russell 1000 Value ETF stock traded up $0.57 during trading on Friday, reaching $179.11. 2,190,837 shares of the company were exchanged, compared to its average volume of 2,184,976. iShares Russell 1000 Value ETF has a 52-week low of $143.34 and a 52-week high of $179.56. The company has a market capitalization of $57.21 billion, a P/E ratio of 13.53 and a beta of 0.95. The stock’s 50 day simple moving average is $170.41 and its two-hundred day simple moving average is $161.15.

iShares Russell 1000 Value ETF 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).