SVB Wealth LLC Boosts Stock Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

SVB Wealth LLC boosted its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 391.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 298,260 shares of the company’s stock after acquiring an additional 237,538 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for approximately 0.7% of SVB Wealth LLC’s investment portfolio, making the stock its 16th biggest position. SVB Wealth LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $38,577,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of IWS. Roxbury Financial LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF during the fourth quarter worth about $25,000. Hoese & Co LLP purchased a new stake in iShares Russell Mid-Cap Value ETF during the 4th quarter worth approximately $26,000. American Capital Advisory LLC lifted its holdings in 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 purchased a new position in iShares Russell Mid-Cap Value ETF in the 4th quarter valued at approximately $30,000. Finally, Crews Bank & Trust purchased a new position in iShares Russell Mid-Cap Value ETF in the 4th quarter valued at approximately $33,000.

iShares Russell Mid-Cap Value ETF Trading Up 1.2 %

iShares Russell Mid-Cap Value ETF stock opened at $131.30 on Friday. The firm has a market capitalization of $13.58 billion, a P/E ratio of 19.24 and a beta of 1.13. iShares Russell Mid-Cap Value ETF has a twelve month low of $117.00 and a twelve month high of $140.95. The stock’s fifty day simple moving average is $131.85 and its 200-day simple moving average is $132.08.

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.