Sonata Capital Group Inc. Trims Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Sonata Capital Group Inc. trimmed its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 24.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,211 shares of the company’s stock after selling 2,985 shares during the quarter. Sonata Capital Group Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $1,218,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of IWS. Rothschild Investment LLC bought a new stake in iShares Russell Mid-Cap Value ETF during the 2nd quarter worth approximately $27,000. American Capital Advisory LLC raised its position in shares of iShares Russell Mid-Cap Value ETF by 100.0% in the third quarter. American Capital Advisory LLC now owns 220 shares of the company’s stock worth $29,000 after buying an additional 110 shares in the last quarter. Tortoise Investment Management LLC bought a new stake in iShares Russell Mid-Cap Value ETF during the second quarter valued at $32,000. Kimelman & Baird LLC purchased a new position in iShares Russell Mid-Cap Value ETF during the second quarter worth about $34,000. Finally, Triad Wealth Partners LLC bought a new position in iShares Russell Mid-Cap Value ETF in the 2nd quarter worth about $43,000.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of NYSEARCA:IWS traded up $0.70 on Friday, hitting $136.51. The company’s stock had a trading volume of 47,385 shares, compared to its average volume of 398,175. iShares Russell Mid-Cap Value ETF has a 1 year low of $101.41 and a 1 year high of $136.51. The company has a market capitalization of $14.29 billion, a PE ratio of 17.15 and a beta of 0.97. The company has a 50-day simple moving average of $131.04 and a 200 day simple moving average of $125.84.

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.