Cassaday & Co Wealth Management LLC Raises Stock Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Cassaday & Co Wealth Management LLC raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 2.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 951,622 shares of the company’s stock after acquiring an additional 21,314 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for about 3.6% of Cassaday & Co Wealth Management LLC’s investment portfolio, making the stock its 8th biggest position. Cassaday & Co Wealth Management LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $125,852,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the company. American Capital Advisory LLC grew its holdings in iShares Russell Mid-Cap Value ETF by 100.0% in the 3rd 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. Rothschild Investment LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF in the second quarter valued at $27,000. Tortoise Investment Management LLC bought a new stake in iShares Russell Mid-Cap Value ETF in the second quarter worth about $32,000. Kimelman & Baird LLC acquired a new stake in iShares Russell Mid-Cap Value ETF in the 2nd quarter valued at about $34,000. Finally, Triad Wealth Partners LLC bought a new position in shares of iShares Russell Mid-Cap Value ETF during the 2nd quarter valued at about $43,000.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS opened at $134.29 on Monday. The firm’s 50 day moving average is $131.94 and its 200-day moving average is $126.62. iShares Russell Mid-Cap Value ETF has a 12-month low of $105.46 and a 12-month high of $138.12. The stock has a market capitalization of $14.06 billion, a P/E ratio of 17.15 and a beta of 0.97.

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.