Perfromance Wealth Partners LLC Has $558,000 Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Perfromance Wealth Partners LLC lifted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 70.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,938 shares of the exchange traded fund’s stock after buying an additional 1,213 shares during the period. Perfromance Wealth Partners LLC’s holdings in iShares Russell 1000 Value ETF were worth $558,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Triad Wealth Partners LLC acquired a new stake in shares of iShares Russell 1000 Value ETF during the 2nd quarter valued at $25,000. Opal Wealth Advisors LLC purchased a new position in iShares Russell 1000 Value ETF in the second quarter valued at about $28,000. Concord Wealth Partners increased its position in iShares Russell 1000 Value ETF by 70.4% in the 1st quarter. Concord Wealth Partners now owns 167 shares of the exchange traded fund’s stock worth $30,000 after purchasing an additional 69 shares during the last quarter. Nemes Rush Group LLC raised its stake in shares of iShares Russell 1000 Value ETF by 382.1% during the 2nd quarter. Nemes Rush Group LLC now owns 188 shares of the exchange traded fund’s stock worth $33,000 after purchasing an additional 149 shares in the last quarter. Finally, Family Firm Inc. acquired a new stake in shares of iShares Russell 1000 Value ETF during the 2nd quarter valued at about $37,000.

iShares Russell 1000 Value ETF Price Performance

IWD traded up $2.14 during midday trading on Friday, hitting $191.40. 1,464,889 shares of the company’s stock traded hands, compared to its average volume of 1,748,275. The company has a market cap of $59.96 billion, a PE ratio of 17.81 and a beta of 0.77. The stock’s fifty day simple moving average is $185.22 and its 200-day simple moving average is $179.20. iShares Russell 1000 Value ETF has a one year low of $143.34 and a one year high of $191.59.

About iShares Russell 1000 Value ETF

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).