RTD Financial Advisors Inc. Has $21.11 Million Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

RTD Financial Advisors Inc. boosted its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 7.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 163,216 shares of the company’s stock after acquiring an additional 11,344 shares during the period. iShares Russell Mid-Cap Value ETF accounts for about 2.7% of RTD Financial Advisors Inc.’s portfolio, making the stock its 9th biggest position. RTD Financial Advisors Inc. owned about 0.16% of iShares Russell Mid-Cap Value ETF worth $21,110,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. US Bancorp DE boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 2.3% in the 3rd quarter. US Bancorp DE now owns 4,179,134 shares of the company’s stock valued at $552,711,000 after purchasing an additional 92,032 shares in the last quarter. First Citizens Bank & Trust Co. lifted its stake in shares of iShares Russell Mid-Cap Value ETF by 0.4% in the 4th quarter. First Citizens Bank & Trust Co. now owns 2,570,252 shares of the company’s stock valued at $332,436,000 after acquiring an additional 10,642 shares during the last quarter. Accredited Investors Inc. boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 2,738.7% during the 3rd quarter. Accredited Investors Inc. now owns 2,296,845 shares of the company’s stock valued at $303,758,000 after acquiring an additional 2,215,933 shares in the last quarter. LPL Financial LLC grew its position in iShares Russell Mid-Cap Value ETF by 12.6% during the 3rd quarter. LPL Financial LLC now owns 987,928 shares of the company’s stock worth $130,653,000 after acquiring an additional 110,325 shares during the last quarter. Finally, Cassaday & Co Wealth Management LLC increased its holdings in iShares Russell Mid-Cap Value ETF by 2.3% in the 3rd quarter. Cassaday & Co Wealth Management LLC now owns 951,622 shares of the company’s stock worth $125,852,000 after purchasing an additional 21,314 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Trading Down 0.0 %

Shares of IWS stock opened at $134.44 on Friday. The business’s 50-day moving average price is $133.73 and its 200-day moving average price is $130.78. iShares Russell Mid-Cap Value ETF has a 12 month low of $113.55 and a 12 month high of $140.95. The firm has a market capitalization of $14.08 billion, a price-to-earnings 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.