Sax Wealth Advisors LLC Purchases 1,674 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Sax Wealth Advisors LLC raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 106.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,253 shares of the company’s stock after purchasing an additional 1,674 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $421,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in IWS. JPMorgan Chase & Co. boosted its position in iShares Russell Mid-Cap Value ETF by 0.5% during the 3rd quarter. JPMorgan Chase & Co. now owns 711,365 shares of the company’s stock worth $94,078,000 after buying an additional 3,307 shares during the period. Barclays PLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the third quarter worth $635,000. Kimelman & Baird LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the second quarter worth $34,000. NBC Securities Inc. grew its stake in shares of iShares Russell Mid-Cap Value ETF by 3.0% in the third quarter. NBC Securities Inc. now owns 7,099 shares of the company’s stock worth $938,000 after purchasing an additional 205 shares during the last quarter. Finally, Brookstone Capital Management increased its holdings in iShares Russell Mid-Cap Value ETF by 10.1% in the fourth quarter. Brookstone Capital Management now owns 8,198 shares of the company’s stock valued at $1,060,000 after purchasing an additional 751 shares during the period.

iShares Russell Mid-Cap Value ETF Stock Up 0.5 %

Shares of NYSEARCA:IWS opened at $133.64 on Friday. The firm has a market cap of $13.99 billion, a P/E ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a 12-month low of $111.92 and a 12-month high of $140.95. The business has a fifty day simple moving average of $133.88 and a 200 day simple moving average of $130.27.

iShares Russell Mid-Cap Value ETF 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.