iShares Russell 1000 Value ETF (NYSEARCA:IWD) Stock Holdings Trimmed by Holistic Financial Partners

Holistic Financial Partners lowered its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,865 shares of the exchange traded fund’s stock after selling 381 shares during the period. iShares Russell 1000 Value ETF makes up 1.9% of Holistic Financial Partners’ holdings, making the stock its 11th largest position. Holistic Financial Partners’ holdings in iShares Russell 1000 Value ETF were worth $3,960,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. MAI Capital Management raised its stake in shares of iShares Russell 1000 Value ETF by 0.6% in the 3rd quarter. MAI Capital Management now owns 307,962 shares of the exchange traded fund’s stock worth $58,451,000 after buying an additional 1,794 shares in the last quarter. TrinityPoint Wealth LLC raised its stake in shares of iShares Russell 1000 Value ETF by 18.7% in the 3rd quarter. TrinityPoint Wealth LLC now owns 1,506 shares of the exchange traded fund’s stock worth $286,000 after buying an additional 237 shares in the last quarter. Claro Advisors LLC raised its stake in shares of iShares Russell 1000 Value ETF by 9.0% in the 3rd quarter. Claro Advisors LLC now owns 69,442 shares of the exchange traded fund’s stock worth $13,180,000 after buying an additional 5,759 shares in the last quarter. GoalVest Advisory LLC bought a new stake in shares of iShares Russell 1000 Value ETF in the 3rd quarter worth $57,000. Finally, BluePointe Capital Management LLC raised its stake in shares of iShares Russell 1000 Value ETF by 6.3% in the 3rd quarter. BluePointe Capital Management LLC now owns 10,430 shares of the exchange traded fund’s stock worth $1,980,000 after buying an additional 622 shares in the last quarter.

iShares Russell 1000 Value ETF Stock Performance

IWD opened at $193.05 on Monday. iShares Russell 1000 Value ETF has a one year low of $153.25 and a one year high of $197.21. The stock’s fifty day moving average is $189.98 and its 200-day moving average is $182.38. The company has a market capitalization of $60.47 billion, a PE ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF 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).