Stonegate Investment Group LLC Raises Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Stonegate Investment Group LLC grew its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 117.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 11,259 shares of the company’s stock after buying an additional 6,075 shares during the quarter. Stonegate Investment Group LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $1,489,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in IWS. Envestnet Portfolio Solutions Inc. boosted its position in shares of iShares Russell Mid-Cap Value ETF by 29.4% during the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 4,046,878 shares of the company’s stock worth $507,195,000 after acquiring an additional 919,370 shares in the last quarter. SlateStone Wealth LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF in the 2nd quarter valued at $302,000. Strategic Financial Concepts LLC purchased a new position in shares of iShares Russell Mid-Cap Value ETF in the 2nd quarter valued at $135,000. BTC Capital Management Inc. acquired a new stake in iShares Russell Mid-Cap Value ETF during the 1st quarter worth $328,000. Finally, Marcum Wealth LLC lifted its position in iShares Russell Mid-Cap Value ETF by 7.7% in the second quarter. Marcum Wealth LLC now owns 4,804 shares of the company’s stock valued at $580,000 after acquiring an additional 345 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS traded down $0.10 during midday trading on Friday, reaching $133.76. 45,751 shares of the stock were exchanged, compared to its average volume of 412,070. The company has a market capitalization of $14.00 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a twelve month low of $97.40 and a twelve month high of $134.34. The business’s 50-day moving average price is $129.38 and its 200 day moving average price is $124.67.

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.