Bordeaux Wealth Advisors LLC Has $659,000 Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Bordeaux Wealth Advisors LLC grew its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.0% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 3,780 shares of the exchange traded fund’s stock after acquiring an additional 75 shares during the quarter. Bordeaux Wealth Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $659,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Triad Wealth Partners LLC acquired a new stake in iShares Russell 1000 Value ETF during the second quarter worth about $25,000. Opal Wealth Advisors LLC bought a new position in iShares Russell 1000 Value ETF in the second quarter valued at approximately $28,000. Concord Wealth Partners raised its position in iShares Russell 1000 Value ETF by 70.4% during the first quarter. Concord Wealth Partners now owns 167 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 69 shares in the last quarter. Partnership Wealth Management LLC bought a new stake in iShares Russell 1000 Value ETF during the fourth quarter worth $28,000. Finally, CarsonAllaria Wealth Management Ltd. boosted its holdings in shares of iShares Russell 1000 Value ETF by 84.4% in the 4th quarter. CarsonAllaria Wealth Management Ltd. now owns 177 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 81 shares in the last quarter.

iShares Russell 1000 Value ETF Stock Performance

Shares of IWD opened at $184.43 on Friday. iShares Russell 1000 Value ETF has a 52-week low of $143.34 and a 52-week high of $188.47. The firm has a market cap of $57.77 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77. The business’s fifty day moving average is $180.32 and its 200-day moving average is $176.50.

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).