Stonegate Investment Group LLC Acquires 302 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Stonegate Investment Group LLC boosted its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSFree Report) by 2.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 11,561 shares of the company’s stock after acquiring an additional 302 shares during the quarter. Stonegate Investment Group LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $1,495,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IWS. Perigon Wealth Management LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 26.8% during the fourth quarter. Perigon Wealth Management LLC now owns 3,343 shares of the company’s stock valued at $444,000 after purchasing an additional 707 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in iShares Russell Mid-Cap Value ETF by 2.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 6,439 shares of the company’s stock valued at $833,000 after buying an additional 124 shares during the last quarter. Northwest Financial Advisors raised its position in shares of iShares Russell Mid-Cap Value ETF by 126.4% during the fourth quarter. Northwest Financial Advisors now owns 2,133 shares of the company’s stock worth $276,000 after acquiring an additional 1,191 shares during the last quarter. United Asset Strategies Inc. lifted its stake in shares of iShares Russell Mid-Cap Value ETF by 1.2% during the fourth quarter. United Asset Strategies Inc. now owns 16,352 shares of the company’s stock valued at $2,115,000 after acquiring an additional 195 shares during the period. Finally, RTD Financial Advisors Inc. boosted its holdings in iShares Russell Mid-Cap Value ETF by 7.5% in the fourth quarter. RTD Financial Advisors Inc. now owns 163,216 shares of the company’s stock valued at $21,110,000 after acquiring an additional 11,344 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Stock Down 0.1 %

Shares of IWS stock opened at $134.28 on Tuesday. The firm has a market cap of $14.06 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a 12 month low of $113.55 and a 12 month high of $140.95. The stock has a 50-day moving average price of $133.72 and a 200 day moving average price of $130.93.

iShares Russell Mid-Cap Value ETF Profile

(Free Report)

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market.

See Also

Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

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