Falcon Wealth Planning Buys 552 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Falcon Wealth Planning increased its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 31,530 shares of the company’s stock after acquiring an additional 552 shares during the quarter. iShares Russell Mid-Cap Value ETF comprises about 0.5% of Falcon Wealth Planning’s portfolio, making the stock its 28th largest holding. Falcon Wealth Planning’s holdings in iShares Russell Mid-Cap Value ETF were worth $4,078,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the stock. JPMorgan Chase & Co. boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 0.5% during the 3rd quarter. JPMorgan Chase & Co. now owns 711,365 shares of the company’s stock valued at $94,078,000 after purchasing an additional 3,307 shares during the last quarter. Barclays PLC bought a new position in iShares Russell Mid-Cap Value ETF during the third quarter valued at approximately $635,000. Arkadios Wealth Advisors grew its holdings in iShares Russell Mid-Cap Value ETF by 3.9% during the 4th quarter. Arkadios Wealth Advisors now owns 6,312 shares of the company’s stock valued at $816,000 after buying an additional 236 shares in the last quarter. Brookstone Capital Management increased its stake in iShares Russell Mid-Cap Value ETF by 10.1% in the 4th quarter. Brookstone Capital Management now owns 8,198 shares of the company’s stock worth $1,060,000 after acquiring an additional 751 shares during the last quarter. Finally, Kimelman & Baird LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF during the 2nd quarter worth approximately $34,000.

iShares Russell Mid-Cap Value ETF Stock Performance

NYSEARCA IWS opened at $133.72 on Wednesday. The stock has a 50 day moving average price of $133.69 and a 200-day moving average price of $131.00. iShares Russell Mid-Cap Value ETF has a one year low of $113.55 and a one year high of $140.95. The company has a market capitalization of $14.00 billion, a P/E ratio of 17.15 and a beta of 0.97.

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.