WestHill Financial Advisors Inc. boosted its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 69,803 shares of the company’s stock after buying an additional 1,605 shares during the quarter. iShares Russell Mid-Cap Value ETF makes up approximately 2.0% of WestHill Financial Advisors Inc.’s investment portfolio, making the stock its 11th largest position. WestHill Financial Advisors Inc. owned 0.07% of iShares Russell Mid-Cap Value ETF worth $9,028,000 at the end of the most recent quarter.
A number of other institutional investors have also recently added to or reduced their stakes in the business. Roxbury Financial LLC bought a new position in shares of iShares Russell Mid-Cap Value ETF in the 4th quarter worth about $25,000. Hoese & Co LLP acquired a new position in iShares Russell Mid-Cap Value ETF in the fourth quarter valued at approximately $26,000. American Capital Advisory LLC boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 100.0% during the 3rd quarter. American Capital Advisory LLC now owns 220 shares of the company’s stock worth $29,000 after buying an additional 110 shares in the last quarter. Albion Financial Group UT bought a new stake in shares of iShares Russell Mid-Cap Value ETF in the 4th quarter valued at $30,000. Finally, Legacy Investment Solutions LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the 3rd quarter valued at $34,000.
iShares Russell Mid-Cap Value ETF Trading Up 0.7 %
IWS opened at $133.67 on Wednesday. The company has a market cap of $13.82 billion, a P/E ratio of 19.24 and a beta of 1.13. The company has a fifty day moving average price of $132.06 and a two-hundred day moving average price of $131.76. iShares Russell Mid-Cap Value ETF has a 1-year low of $116.27 and a 1-year high of $140.95.
iShares Russell Mid-Cap Value ETF 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.
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