Castle Wealth Management LLC Sells 58 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Castle Wealth Management LLC reduced its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,184 shares of the exchange traded fund’s stock after selling 58 shares during the period. iShares Russell 1000 Value ETF makes up about 1.2% of Castle Wealth Management LLC’s holdings, making the stock its 28th largest holding. Castle Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,882,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in the stock. Triad Wealth Partners LLC purchased a new position in iShares Russell 1000 Value ETF during the second quarter valued at approximately $25,000. Opal Wealth Advisors LLC purchased a new position in shares of iShares Russell 1000 Value ETF during the 2nd quarter valued at $28,000. Eagle Bay Advisors LLC purchased a new position in shares of iShares Russell 1000 Value ETF during the 3rd quarter valued at $32,000. Nemes Rush Group LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 382.1% in the second quarter. Nemes Rush Group LLC now owns 188 shares of the exchange traded fund’s stock worth $33,000 after purchasing an additional 149 shares during the period. Finally, Family Firm Inc. purchased a new stake in shares of iShares Russell 1000 Value ETF in the second quarter worth $37,000.

iShares Russell 1000 Value ETF Stock Performance

NYSEARCA:IWD opened at $194.41 on Thursday. iShares Russell 1000 Value ETF has a 52-week low of $148.63 and a 52-week high of $196.86. The stock has a fifty day moving average of $188.77 and a 200 day moving average of $181.23. The firm has a market capitalization of $60.90 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF Profile

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).