James J. Burns & Company LLC trimmed its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 0.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 48,313 shares of the company’s stock after selling 275 shares during the period. iShares Russell Mid-Cap Value ETF accounts for 1.1% of James J. Burns & Company LLC’s portfolio, making the stock its 19th biggest position. James J. Burns & Company LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $6,086,000 as of its most recent SEC filing.
A number of other large investors have also modified their holdings of the company. Meridian Wealth Management LLC increased its holdings in shares of iShares Russell Mid-Cap Value ETF by 0.8% in the 4th quarter. Meridian Wealth Management LLC now owns 9,161 shares of the company’s stock worth $1,185,000 after acquiring an additional 75 shares during the period. Guardian Wealth Advisors LLC NC grew its position in iShares Russell Mid-Cap Value ETF by 31.6% in the 4th quarter. Guardian Wealth Advisors LLC NC now owns 329 shares of the company’s stock valued at $43,000 after buying an additional 79 shares in the last quarter. Glen Eagle Advisors LLC grew its position in iShares Russell Mid-Cap Value ETF by 42.7% in the 4th quarter. Glen Eagle Advisors LLC now owns 264 shares of the company’s stock valued at $34,000 after buying an additional 79 shares in the last quarter. GHP Investment Advisors Inc. grew its position in iShares Russell Mid-Cap Value ETF by 5.0% in the 4th quarter. GHP Investment Advisors Inc. now owns 1,886 shares of the company’s stock valued at $244,000 after buying an additional 89 shares in the last quarter. Finally, CENTRAL TRUST Co grew its position in iShares Russell Mid-Cap Value ETF by 1.2% in the 4th quarter. CENTRAL TRUST Co now owns 8,286 shares of the company’s stock valued at $1,072,000 after buying an additional 98 shares in the last quarter.
iShares Russell Mid-Cap Value ETF Stock Down 0.3%
Shares of IWS opened at $127.96 on Friday. The firm has a 50-day moving average price of $123.22 and a 200 day moving average price of $129.10. The firm has a market capitalization of $13.02 billion, a PE ratio of 18.17 and a beta of 1.02. iShares Russell Mid-Cap Value ETF has a 52-week low of $108.85 and a 52-week 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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