iShares Russell 1000 Value ETF (NYSEARCA:IWD) Stock Holdings Lifted by Capital Advisors Ltd. LLC

Capital Advisors Ltd. LLC lifted its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 128,816 shares of the exchange traded fund’s stock after acquiring an additional 2,012 shares during the period. iShares Russell 1000 Value ETF comprises approximately 3.0% of Capital Advisors Ltd. LLC’s holdings, making the stock its 5th largest position. Capital Advisors Ltd. LLC’s holdings in iShares Russell 1000 Value ETF were worth $21,287,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Bfsg LLC purchased a new position in iShares Russell 1000 Value ETF during the fourth quarter valued at approximately $47,000. Harvest Fund Management Co. Ltd grew its position in iShares Russell 1000 Value ETF by 5,631.8% during the fourth quarter. Harvest Fund Management Co. Ltd now owns 2,522 shares of the exchange traded fund’s stock valued at $417,000 after purchasing an additional 2,478 shares in the last quarter. Fountainhead AM LLC purchased a new position in iShares Russell 1000 Value ETF during the fourth quarter valued at approximately $292,000. Arbor Wealth Advisors LLC purchased a new position in iShares Russell 1000 Value ETF during the fourth quarter valued at approximately $316,000. Finally, GAMMA Investing LLC purchased a new position in iShares Russell 1000 Value ETF during the fourth quarter valued at approximately $338,000.

iShares Russell 1000 Value ETF Price Performance

IWD traded down $0.04 on Wednesday, reaching $173.62. 1,588,109 shares of the company traded hands, compared to its average volume of 2,174,389. The stock’s 50 day moving average price is $173.38 and its 200-day moving average price is $163.79. iShares Russell 1000 Value ETF has a 52-week low of $143.34 and a 52-week high of $179.56. The company has a market cap of $54.40 billion, a price-to-earnings ratio of 17.74 and a beta of 0.80.

About iShares Russell 1000 Value ETF

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index).