iShares Russell Mid-Cap Value ETF $IWS Shares Sold by Rodgers & Associates LTD

by · The Markets Daily

Rodgers & Associates LTD decreased its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSFree Report) by 2.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 165,969 shares of the company’s stock after selling 4,707 shares during the period. iShares Russell Mid-Cap Value ETF accounts for approximately 2.0% of Rodgers & Associates LTD’s portfolio, making the stock its 15th largest holding. Rodgers & Associates LTD’s holdings in iShares Russell Mid-Cap Value ETF were worth $27,318,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IWS. Allied Private Wealth LLC acquired a new position in iShares Russell Mid-Cap Value ETF in the 2nd quarter valued at $27,000. Signature Resources Capital Management LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 116.5% in the 1st quarter. Signature Resources Capital Management LLC now owns 171 shares of the company’s stock worth $25,000 after buying an additional 92 shares during the last quarter. Triumph Capital Management acquired a new stake in iShares Russell Mid-Cap Value ETF in the 3rd quarter worth about $29,000. Abound Wealth Management raised its stake in iShares Russell Mid-Cap Value ETF by 135.3% during the second quarter. Abound Wealth Management now owns 240 shares of the company’s stock worth $40,000 after purchasing an additional 138 shares during the period. Finally, Basecamp Wealth Advisors LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF in the 1st quarter valued at $44,000. 80.17% of the stock is owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap Value ETF Stock Up 0.7%

IWS stock opened at $169.59 on Thursday. The company has a market cap of $15.81 billion, a price-to-earnings ratio of 19.11 and a beta of 0.95. The business has a fifty day simple moving average of $168.32 and a 200-day simple moving average of $159.20. iShares Russell Mid-Cap Value ETF has a 52 week low of $133.74 and a 52 week high of $173.52.

iShares Russell Mid-Cap Value ETF Profile

(Free Report)

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. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.

See Also

Want to see what other hedge funds are holding IWS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSFree Report).