iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Purchased by Annex Advisory Services LLC

Annex Advisory Services LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 31.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,971 shares of the company’s stock after purchasing an additional 957 shares during the quarter. Annex Advisory Services LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $514,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Continuum Advisory LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 3.3% during the third quarter. Continuum Advisory LLC now owns 2,632 shares of the company’s stock worth $356,000 after purchasing an additional 85 shares during the period. McIlrath & Eck LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 18.8% during the third quarter. McIlrath & Eck LLC now owns 563 shares of the company’s stock worth $74,000 after purchasing an additional 89 shares during the period. Carlton Hofferkamp & Jenks Wealth Management LLC raised its position in iShares Russell Mid-Cap Value ETF by 1.7% in the third quarter. Carlton Hofferkamp & Jenks Wealth Management LLC now owns 5,497 shares of the company’s stock worth $718,000 after acquiring an additional 90 shares in the last quarter. Atlas Brown Inc. raised its position in iShares Russell Mid-Cap Value ETF by 0.5% in the fourth quarter. Atlas Brown Inc. now owns 20,699 shares of the company’s stock worth $2,677,000 after acquiring an additional 99 shares in the last quarter. Finally, American Capital Advisory LLC raised its position in 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 acquiring an additional 110 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Stock Performance

NYSEARCA:IWS opened at $133.64 on Tuesday. The stock has a fifty day moving average price of $133.80 and a two-hundred day moving average price of $130.44. The stock has a market capitalization of $13.99 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a 1 year low of $111.92 and a 1 year high of $140.95.

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.