Davis R M Inc. Reduces Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Davis R M Inc. cut its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 7.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,770 shares of the company’s stock after selling 400 shares during the period. Davis R M Inc.’s holdings in iShares Russell Mid-Cap Value ETF were worth $617,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of IWS. Strategic Financial Concepts LLC purchased a new stake in shares of iShares Russell Mid-Cap Value ETF in the 4th quarter valued at about $153,000. JPMorgan Chase & Co. increased its position in iShares Russell Mid-Cap Value ETF by 0.5% during the third quarter. JPMorgan Chase & Co. now owns 711,365 shares of the company’s stock worth $94,078,000 after buying an additional 3,307 shares during the period. Barclays PLC purchased a new stake in iShares Russell Mid-Cap Value ETF in the third quarter valued at approximately $635,000. Arkadios Wealth Advisors boosted its holdings in shares of iShares Russell Mid-Cap Value ETF by 3.9% in the fourth quarter. Arkadios Wealth Advisors now owns 6,312 shares of the company’s stock valued at $816,000 after acquiring an additional 236 shares during the period. Finally, Robertson Stephens Wealth Management LLC grew its position in shares of iShares Russell Mid-Cap Value ETF by 16.8% during the fourth quarter. Robertson Stephens Wealth Management LLC now owns 4,487 shares of the company’s stock worth $580,000 after acquiring an additional 644 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Price Performance

IWS stock opened at $124.35 on Wednesday. The company has a market cap of $12.86 billion, a price-to-earnings ratio of 18.90 and a beta of 1.13. The company has a fifty day moving average price of $131.55 and a 200 day moving average price of $132.28. iShares Russell Mid-Cap Value ETF has a 12 month low of $117.00 and a 12 month high of $140.95.

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.