Talisman Wealth Advisors LLC Has $556,000 Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Talisman Wealth Advisors LLC reduced its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWDFree Report) by 12.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,524 shares of the exchange traded fund’s stock after selling 503 shares during the period. Talisman Wealth Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $556,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Bank of New York Mellon Corp boosted its position in shares of iShares Russell 1000 Value ETF by 14.6% during the first quarter. Bank of New York Mellon Corp now owns 1,109,157 shares of the exchange traded fund’s stock worth $168,880,000 after buying an additional 141,337 shares during the period. Calamos Wealth Management LLC boosted its position in iShares Russell 1000 Value ETF by 9.5% during the second quarter. Calamos Wealth Management LLC now owns 4,400 shares of the exchange traded fund’s stock valued at $695,000 after purchasing an additional 381 shares during the last quarter. Confluence Investment Management LLC acquired a new position in iShares Russell 1000 Value ETF during the second quarter valued at approximately $714,000. Rebalance LLC boosted its position in iShares Russell 1000 Value ETF by 0.5% during the first quarter. Rebalance LLC now owns 28,933 shares of the exchange traded fund’s stock valued at $4,405,000 after purchasing an additional 145 shares during the last quarter. Finally, Pacific Sage Partners LLC boosted its position in iShares Russell 1000 Value ETF by 20.2% during the second quarter. Pacific Sage Partners LLC now owns 154,811 shares of the exchange traded fund’s stock valued at $24,434,000 after purchasing an additional 26,025 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Performance

NYSEARCA IWD traded up $0.79 during trading hours on Friday, hitting $154.64. 2,996,972 shares of the company traded hands, compared to its average volume of 1,924,634. The business’s 50-day moving average is $151.48 and its 200-day moving average is $154.61. iShares Russell 1000 Value ETF has a twelve month low of $143.34 and a twelve month high of $164.18. The stock has a market capitalization of $49.39 billion, a price-to-earnings ratio of 13.53 and a beta of 0.95.

iShares Russell 1000 Value ETF Company Profile

(Free Report)

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).

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Institutional Ownership by Quarter for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

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