iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Sold by Corient Private Wealth LLC

Corient Private Wealth LLC lessened its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 15.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 321,504 shares of the company’s stock after selling 57,341 shares during the period. Corient Private Wealth LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $37,388,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IWS. D.A. Davidson & CO. raised its position in iShares Russell Mid-Cap Value ETF by 15.0% during the 4th quarter. D.A. Davidson & CO. now owns 13,770 shares of the company’s stock worth $1,601,000 after buying an additional 1,797 shares during the last quarter. Coldstream Capital Management Inc. purchased a new position in iShares Russell Mid-Cap Value ETF during the fourth quarter worth about $386,000. TrinityPoint Wealth LLC lifted its position in iShares Russell Mid-Cap Value ETF by 14.0% in the fourth quarter. TrinityPoint Wealth LLC now owns 2,617 shares of the company’s stock valued at $304,000 after purchasing an additional 321 shares during the period. Allegheny Financial Group LTD boosted its holdings in iShares Russell Mid-Cap Value ETF by 87.0% in the 4th quarter. Allegheny Financial Group LTD now owns 7,407 shares of the company’s stock valued at $861,000 after purchasing an additional 3,445 shares in the last quarter. Finally, BCGM Wealth Management LLC acquired a new position in iShares Russell Mid-Cap Value ETF during the 4th quarter worth approximately $308,000.

iShares Russell Mid-Cap Value ETF Price Performance

IWS opened at $123.79 on Thursday. The business has a 50 day simple moving average of $121.96 and a 200-day simple moving average of $116.60. iShares Russell Mid-Cap Value ETF has a 12 month low of $97.40 and a 12 month high of $125.64. The stock has a market capitalization of $12.96 billion, a P/E ratio of 17.15 and a beta of 0.97.

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.