WealthPLAN Partners LLC Trims Stock Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

WealthPLAN Partners LLC decreased its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 3.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,902 shares of the company’s stock after selling 94 shares during the period. WealthPLAN Partners LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $350,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Envestnet Portfolio Solutions Inc. grew its position in iShares Russell Mid-Cap Value ETF by 29.4% in the first quarter. Envestnet Portfolio Solutions Inc. now owns 4,046,878 shares of the company’s stock worth $507,195,000 after acquiring an additional 919,370 shares during the period. Jones Financial Companies Lllp grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 4.8% during the 4th quarter. Jones Financial Companies Lllp now owns 7,518,850 shares of the company’s stock worth $874,367,000 after purchasing an additional 341,582 shares during the period. GLOBALT Investments LLC GA acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 4th quarter worth about $31,845,000. Cetera Investment Advisers raised its holdings in iShares Russell Mid-Cap Value ETF by 648.3% in the 1st quarter. Cetera Investment Advisers now owns 295,739 shares of the company’s stock valued at $37,065,000 after buying an additional 256,218 shares during the period. Finally, Anchor Capital Advisors LLC lifted its position in iShares Russell Mid-Cap Value ETF by 139.3% in the second quarter. Anchor Capital Advisors LLC now owns 341,598 shares of the company’s stock valued at $41,245,000 after buying an additional 198,869 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS opened at $130.54 on Wednesday. The firm has a 50-day simple moving average of $126.11 and a two-hundred day simple moving average of $123.18. iShares Russell Mid-Cap Value ETF has a 1-year low of $97.40 and a 1-year high of $131.32. The stock has a market cap of $13.67 billion, a PE ratio of 17.15 and a beta of 0.97.

iShares Russell Mid-Cap Value ETF Company Profile

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market.