South State Corp Trims Position in iShares Russell 1000 Value Index (IWD)

South State Corp cut its stake in iShares Russell 1000 Value Index (NYSE:IWD) by 7.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 15,431 shares of the exchange traded fund’s stock after selling 1,214 shares during the period. South State Corp’s holdings in iShares Russell 1000 Value Index were worth $1,797,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. SVA Plumb Wealth Management LLC lifted its position in iShares Russell 1000 Value Index by 4.0% in the second quarter. SVA Plumb Wealth Management LLC now owns 2,432 shares of the exchange traded fund’s stock valued at $283,000 after acquiring an additional 93 shares during the last quarter. Stephens Inc. AR lifted its position in iShares Russell 1000 Value Index by 10.6% in the second quarter. Stephens Inc. AR now owns 1,012,889 shares of the exchange traded fund’s stock valued at $117,931,000 after acquiring an additional 96,964 shares during the last quarter. Oarsman Capital Inc. lifted its position in iShares Russell 1000 Value Index by 6.1% in the second quarter. Oarsman Capital Inc. now owns 2,640 shares of the exchange traded fund’s stock valued at $307,000 after acquiring an additional 152 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in iShares Russell 1000 Value Index by 7.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 525,037 shares of the exchange traded fund’s stock valued at $61,130,000 after acquiring an additional 34,787 shares during the last quarter. Finally, Regal Investment Advisors LLC lifted its position in iShares Russell 1000 Value Index by 1.1% in the second quarter. Regal Investment Advisors LLC now owns 2,140 shares of the exchange traded fund’s stock valued at $249,000 after acquiring an additional 23 shares during the last quarter.

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Shares of iShares Russell 1000 Value Index (NYSE IWD) traded up 0.34% during midday trading on Tuesday, reaching $117.00. 452,722 shares of the company were exchanged. The stock’s 50-day moving average price is $115.99 and its 200-day moving average price is $115.61. iShares Russell 1000 Value Index has a 52-week low of $102.07 and a 52-week high of $121.24.

iShares Russell 1000 Value Index Company 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).

Institutional Ownership by Quarter for iShares Russell 1000 Value Index (NYSE:IWD)

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