Lake Street Advisors Group LLC Decreases Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Lake Street Advisors Group LLC decreased its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 12.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,452 shares of the exchange traded fund’s stock after selling 652 shares during the quarter. Lake Street Advisors Group LLC’s holdings in iShares Russell 1000 Value ETF were worth $824,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the company. Bank of New York Mellon Corp grew its holdings in iShares Russell 1000 Value ETF by 9.0% during the 4th quarter. Bank of New York Mellon Corp now owns 728,800 shares of the exchange traded fund’s stock valued at $134,923,000 after purchasing an additional 59,996 shares in the last quarter. CWS Financial Advisors LLC boosted its position in iShares Russell 1000 Value ETF by 4.5% in the 4th quarter. CWS Financial Advisors LLC now owns 1,778 shares of the exchange traded fund’s stock valued at $329,000 after buying an additional 76 shares during the last quarter. BankPlus Trust Department acquired a new stake in shares of iShares Russell 1000 Value ETF during the fourth quarter valued at about $623,000. Rothschild Investment LLC increased its position in shares of iShares Russell 1000 Value ETF by 5.0% during the fourth quarter. Rothschild Investment LLC now owns 28,931 shares of the exchange traded fund’s stock worth $5,356,000 after acquiring an additional 1,373 shares during the last quarter. Finally, Crestwood Advisors Group LLC boosted its holdings in iShares Russell 1000 Value ETF by 26.9% in the fourth quarter. Crestwood Advisors Group LLC now owns 3,161 shares of the exchange traded fund’s stock valued at $585,000 after purchasing an additional 671 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Down 0.4 %

Shares of NYSEARCA IWD opened at $192.41 on Thursday. The business has a 50 day moving average price of $190.52 and a two-hundred day moving average price of $190.16. iShares Russell 1000 Value ETF has a fifty-two week low of $168.85 and a fifty-two week high of $200.42. The firm has a market cap of $61.89 billion, a PE ratio of 19.81 and a beta of 0.98.

iShares Russell 1000 Value ETF Company Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index).