Kovitz Investment Group Partners LLC Trims Stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Kovitz Investment Group Partners LLC lessened its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 0.6% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 20,825 shares of the company’s stock after selling 123 shares during the period. Kovitz Investment Group Partners LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $2,754,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in IWS. International Assets Investment Management LLC increased its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.2% in the 2nd quarter. International Assets Investment Management LLC now owns 7,677 shares of the company’s stock worth $927,000 after buying an additional 88 shares during the last quarter. Connecticut Wealth Management LLC increased its stake in iShares Russell Mid-Cap Value ETF by 0.3% in the second quarter. Connecticut Wealth Management LLC now owns 27,719 shares of the company’s stock valued at $3,347,000 after acquiring an additional 90 shares during the last quarter. Carlton Hofferkamp & Jenks Wealth Management LLC raised its position in iShares Russell Mid-Cap Value ETF by 1.7% during the third quarter. Carlton Hofferkamp & Jenks Wealth Management LLC now owns 5,497 shares of the company’s stock valued at $718,000 after purchasing an additional 90 shares in the last quarter. Telos Capital Management Inc. raised its position in iShares Russell Mid-Cap Value ETF by 0.6% during the second quarter. Telos Capital Management Inc. now owns 17,461 shares of the company’s stock valued at $2,108,000 after purchasing an additional 101 shares in the last quarter. Finally, Verdence Capital Advisors LLC boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 6.3% in the 2nd quarter. Verdence Capital Advisors LLC now owns 1,843 shares of the company’s stock worth $223,000 after purchasing an additional 109 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Trading Down 0.4 %

Shares of iShares Russell Mid-Cap Value ETF stock opened at $137.15 on Tuesday. The firm has a market capitalization of $14.36 billion, a PE ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a 12 month low of $110.57 and a 12 month high of $140.95. The business’s 50-day moving average price is $134.56 and its 200-day moving average price is $128.32.

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.