Forte Capital LLC ADV Has $5.41 Million Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Forte Capital LLC ADV lowered its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 7.6% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 60,705 shares of the company’s stock after selling 4,960 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for 1.7% of Forte Capital LLC ADV’s portfolio, making the stock its 18th biggest holding. Forte Capital LLC ADV owned about 0.05% of iShares Russell Mid-Cap Value ETF worth $5,411,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. WP Advisors LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF in the first quarter worth about $25,000. Ellis Investment Partners LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth $26,000. Covenant Multifamily Offices LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth $26,000. Financial Gravity Wealth Inc. acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth $35,000. Finally, Osborn Williams & Donohoe LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the 1st quarter worth $35,000.

IWS stock opened at $84.50 on Friday. The business has a fifty day simple moving average of $88.95 and a 200-day simple moving average of $87.61. iShares Russell Mid-Cap Value ETF has a 52 week low of $71.90 and a 52 week high of $92.54.

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.

Read More: What Is An Exchange-Traded Fund (ETF)?

Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

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