iShares Russell 1000 ETF (NYSEARCA:IWB) Holdings Lowered by JFS Wealth Advisors LLC

JFS Wealth Advisors LLC lessened its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB) by 2.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 218,246 shares of the company’s stock after selling 5,360 shares during the period. iShares Russell 1000 ETF accounts for 4.6% of JFS Wealth Advisors LLC’s investment portfolio, making the stock its 4th largest position. JFS Wealth Advisors LLC owned about 0.18% of iShares Russell 1000 ETF worth $68,614,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. First Trust Direct Indexing L.P. increased its stake in iShares Russell 1000 ETF by 83.9% in the 1st quarter. First Trust Direct Indexing L.P. now owns 1,727 shares of the company’s stock worth $497,000 after acquiring an additional 788 shares during the last quarter. Maryland State Retirement & Pension System increased its position in shares of iShares Russell 1000 ETF by 284.2% during the 1st quarter. Maryland State Retirement & Pension System now owns 22,037 shares of the company’s stock valued at $6,043,000 after purchasing an additional 16,301 shares during the last quarter. Edge Financial Advisors LLC purchased a new stake in iShares Russell 1000 ETF during the 1st quarter valued at about $243,000. J.W. Cole Advisors Inc. boosted its holdings in iShares Russell 1000 ETF by 4.1% during the 1st quarter. J.W. Cole Advisors Inc. now owns 4,469 shares of the company’s stock valued at $1,287,000 after acquiring an additional 177 shares during the period. Finally, Diversify Advisory Services LLC purchased a new stake in iShares Russell 1000 ETF during the 1st quarter valued at about $414,000.

iShares Russell 1000 ETF Price Performance

Shares of IWB stock opened at $318.16 on Thursday. The stock has a market capitalization of $39.05 billion, a PE ratio of 24.68 and a beta of 1.01. iShares Russell 1000 ETF has a 1-year low of $227.11 and a 1-year high of $321.24. The business has a 50-day moving average of $311.50 and a 200 day moving average of $299.24.

iShares Russell 1000 ETF Profile

iShares Russell 1000 ETF (the Fund), formerly iShares Russell 1000 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 1000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the large-capitalization sector of the United States equity market and includes securities issued by the approximately 1,000 largest issuers in the Russell 3000 Index.