Marotta Asset Management Has $208,000 Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Marotta Asset Management lowered its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 15.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,617 shares of the company’s stock after selling 285 shares during the quarter. Marotta Asset Management’s holdings in iShares Russell Mid-Cap Value ETF were worth $208,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Accredited Investors Inc. grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 2,738.7% during the 3rd quarter. Accredited Investors Inc. now owns 2,296,845 shares of the company’s stock worth $303,758,000 after purchasing an additional 2,215,933 shares in the last quarter. International Assets Investment Management LLC increased its stake in iShares Russell Mid-Cap Value ETF by 1,813.0% in the third quarter. International Assets Investment Management LLC now owns 146,861 shares of the company’s stock valued at $19,422,000 after acquiring an additional 139,184 shares during the period. FSA Wealth Management LLC bought a new position in iShares Russell Mid-Cap Value ETF during the third quarter worth about $15,283,000. Hsbc Holdings PLC boosted its holdings in iShares Russell Mid-Cap Value ETF by 95.7% during the second quarter. Hsbc Holdings PLC now owns 233,692 shares of the company’s stock valued at $28,216,000 after purchasing an additional 114,266 shares in the last quarter. Finally, LPL Financial LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 12.6% in the 3rd quarter. LPL Financial LLC now owns 987,928 shares of the company’s stock valued at $130,653,000 after purchasing an additional 110,325 shares during the period.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of iShares Russell Mid-Cap Value ETF stock traded down $1.46 during midday trading on Friday, hitting $128.25. 63,632 shares of the company were exchanged, compared to its average volume of 306,796. The firm has a 50 day simple moving average of $134.20 and a 200-day simple moving average of $129.77. The firm has a market cap of $13.43 billion, a P/E ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a 52 week low of $111.92 and a 52 week high of $140.95.

iShares Russell Mid-Cap Value ETF Profile

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.