Wakefield Asset Management LLLP Decreases Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Wakefield Asset Management LLLP decreased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 7.4% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 22,740 shares of the exchange traded fund’s stock after selling 1,814 shares during the period. iShares Russell 1000 Value ETF makes up about 1.4% of Wakefield Asset Management LLLP’s holdings, making the stock its 12th biggest holding. Wakefield Asset Management LLLP’s holdings in iShares Russell 1000 Value ETF were worth $3,967,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. 9258 Wealth Management LLC purchased a new position in shares of iShares Russell 1000 Value ETF in the fourth quarter worth about $229,000. Principal Securities Inc. purchased a new position in iShares Russell 1000 Value ETF in the 4th quarter worth approximately $443,000. Smithfield Trust Co increased its stake in iShares Russell 1000 Value ETF by 32.1% in the 4th quarter. Smithfield Trust Co now owns 515 shares of the exchange traded fund’s stock worth $86,000 after purchasing an additional 125 shares during the period. Thompson Siegel & Walmsley LLC lifted its position in iShares Russell 1000 Value ETF by 3.5% in the fourth quarter. Thompson Siegel & Walmsley LLC now owns 11,154 shares of the exchange traded fund’s stock valued at $1,843,000 after purchasing an additional 379 shares during the last quarter. Finally, Northwest Financial Advisors purchased a new stake in shares of iShares Russell 1000 Value ETF during the fourth quarter valued at approximately $95,000.

iShares Russell 1000 Value ETF Stock Down 1.0 %

Shares of NYSEARCA IWD opened at $182.60 on Friday. The firm’s fifty day moving average is $180.48 and its 200 day moving average is $176.60. iShares Russell 1000 Value ETF has a 52 week low of $143.34 and a 52 week high of $188.47. The company has a market cap of $57.20 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF Company 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).