EP Wealth Advisors LLC Has $4.15 Million Stock Position in iShares Russell 3000 ETF (NYSEARCA:IWV)

EP Wealth Advisors LLC lessened its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 1.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,143 shares of the company’s stock after selling 164 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Russell 3000 ETF were worth $4,145,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in IWV. Alesco Advisors LLC boosted its position in iShares Russell 3000 ETF by 0.4% during the 4th quarter. Alesco Advisors LLC now owns 9,543 shares of the company’s stock worth $2,612,000 after acquiring an additional 36 shares during the last quarter. Valmark Advisers Inc. boosted its holdings in iShares Russell 3000 ETF by 1.4% during the fourth quarter. Valmark Advisers Inc. now owns 2,835 shares of the company’s stock worth $776,000 after purchasing an additional 38 shares during the last quarter. Apella Capital LLC increased its stake in iShares Russell 3000 ETF by 0.7% in the 4th quarter. Apella Capital LLC now owns 6,451 shares of the company’s stock valued at $1,731,000 after buying an additional 42 shares during the last quarter. Nvest Financial LLC lifted its position in iShares Russell 3000 ETF by 0.8% during the 4th quarter. Nvest Financial LLC now owns 5,583 shares of the company’s stock worth $1,528,000 after buying an additional 44 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC boosted its stake in shares of iShares Russell 3000 ETF by 1.0% during the 4th quarter. Dynamic Advisor Solutions LLC now owns 4,645 shares of the company’s stock worth $1,249,000 after buying an additional 45 shares during the last quarter.

iShares Russell 3000 ETF Trading Down 0.1 %

Shares of iShares Russell 3000 ETF stock traded down $0.17 on Friday, reaching $306.68. 44,566 shares of the company were exchanged, compared to its average volume of 202,343. The company has a market capitalization of $14.05 billion, a price-to-earnings ratio of 24.59 and a beta of 1.03. iShares Russell 3000 ETF has a one year low of $233.54 and a one year high of $308.49. The company has a 50-day moving average of $296.74 and a 200 day moving average of $286.90.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).