Steph & Co. Has $3.68 Million Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Steph & Co. grew its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 148.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 22,252 shares of the exchange traded fund’s stock after purchasing an additional 13,285 shares during the period. iShares Russell 1000 Value ETF makes up 1.8% of Steph & Co.’s investment portfolio, making the stock its 17th biggest holding. Steph & Co.’s holdings in iShares Russell 1000 Value ETF were worth $3,677,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in IWD. Benchmark Financial Wealth Advisors LLC increased its position in shares of iShares Russell 1000 Value ETF by 2.0% during the fourth quarter. Benchmark Financial Wealth Advisors LLC now owns 3,653 shares of the exchange traded fund’s stock worth $604,000 after acquiring an additional 71 shares in the last quarter. Stillwater Capital Advisors LLC increased its holdings in iShares Russell 1000 Value ETF by 16.5% during the 4th quarter. Stillwater Capital Advisors LLC now owns 17,946 shares of the exchange traded fund’s stock worth $2,966,000 after purchasing an additional 2,542 shares in the last quarter. Dixon Fnancial Services Inc. raised its stake in shares of iShares Russell 1000 Value ETF by 27.4% in the fourth quarter. Dixon Fnancial Services Inc. now owns 13,010 shares of the exchange traded fund’s stock worth $2,150,000 after purchasing an additional 2,800 shares during the last quarter. Evergreen Advisors LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 2.4% in the third quarter. Evergreen Advisors LLC now owns 4,818 shares of the exchange traded fund’s stock valued at $731,000 after purchasing an additional 113 shares in the last quarter. Finally, Carnegie Capital Asset Management LLC boosted its position in shares of iShares Russell 1000 Value ETF by 1.5% during the fourth quarter. Carnegie Capital Asset Management LLC now owns 19,561 shares of the exchange traded fund’s stock valued at $3,232,000 after buying an additional 297 shares during the last quarter.

iShares Russell 1000 Value ETF Trading Down 0.2 %

iShares Russell 1000 Value ETF stock traded down $0.30 during trading on Wednesday, hitting $169.40. 1,641,497 shares of the company were exchanged, compared to its average volume of 2,177,846. The business’s 50 day moving average is $172.95 and its 200 day moving average is $163.02. 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 $53.08 billion, a P/E ratio of 17.74 and a beta of 0.80.

iShares Russell 1000 Value ETF 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).