Vance Wealth Inc. Has $5.11 Million Stock Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Vance Wealth Inc. raised its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 5.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 42,288 shares of the company’s stock after purchasing an additional 2,309 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for about 2.1% of Vance Wealth Inc.’s portfolio, making the stock its 11th biggest position. Vance Wealth Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $5,106,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. First National Trust Co increased its holdings in iShares Russell Mid-Cap Value ETF by 17.7% during the second quarter. First National Trust Co now owns 8,734 shares of the company’s stock worth $1,055,000 after buying an additional 1,315 shares during the last quarter. Aveo Capital Partners LLC grew its holdings in iShares Russell Mid-Cap Value ETF by 3.4% during the second quarter. Aveo Capital Partners LLC now owns 4,839 shares of the company’s stock valued at $584,000 after purchasing an additional 158 shares during the period. Allegheny Financial Group LTD grew its holdings in iShares Russell Mid-Cap Value ETF by 47.0% during the second quarter. Allegheny Financial Group LTD now owns 7,327 shares of the company’s stock valued at $885,000 after purchasing an additional 2,344 shares during the period. Tortoise Investment Management LLC purchased a new stake in iShares Russell Mid-Cap Value ETF in the second quarter worth $32,000. Finally, Aire Advisors LLC raised its stake in shares of iShares Russell Mid-Cap Value ETF by 7.2% in the second quarter. Aire Advisors LLC now owns 2,147 shares of the company’s stock valued at $259,000 after buying an additional 144 shares during the period.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of NYSEARCA IWS opened at $128.06 on Thursday. The business’s fifty day moving average price is $124.90 and its 200-day moving average price is $122.61. iShares Russell Mid-Cap Value ETF has a one year low of $97.40 and a one year high of $130.50. The stock has a market capitalization of $13.41 billion, a PE ratio of 17.15 and a beta of 0.97.

About iShares Russell Mid-Cap Value ETF

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.