Brady Martz Wealth Solutions LLC Reduces Stock Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Brady Martz Wealth Solutions LLC lowered its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSFree Report) by 1.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 33,632 shares of the company’s stock after selling 519 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for 1.0% of Brady Martz Wealth Solutions LLC’s portfolio, making the stock its 29th biggest holding. Brady Martz Wealth Solutions LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $4,237,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Meridian Wealth Management LLC lifted 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 buying an additional 75 shares during the period. Guardian Wealth Advisors LLC NC lifted its stake in iShares Russell Mid-Cap Value ETF by 31.6% in the fourth quarter. Guardian Wealth Advisors LLC NC now owns 329 shares of the company’s stock worth $43,000 after acquiring an additional 79 shares during the period. Glen Eagle Advisors LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 42.7% in the fourth quarter. Glen Eagle Advisors LLC now owns 264 shares of the company’s stock worth $34,000 after acquiring an additional 79 shares during the period. TrinityPoint Wealth LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 3.6% in the fourth quarter. TrinityPoint Wealth LLC now owns 2,904 shares of the company’s stock worth $376,000 after acquiring an additional 100 shares during the period. Finally, Pointe Capital Management LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 1.3% in the fourth quarter. Pointe Capital Management LLC now owns 8,166 shares of the company’s stock worth $1,056,000 after acquiring an additional 103 shares during the period.

iShares Russell Mid-Cap Value ETF Price Performance

NYSEARCA:IWS opened at $128.66 on Thursday. The company has a 50-day moving average of $125.50 and a 200 day moving average of $128.37. iShares Russell Mid-Cap Value ETF has a 1-year low of $108.85 and a 1-year high of $140.95. The firm has a market cap of $12.97 billion, a PE ratio of 18.17 and a beta of 1.01.

iShares Russell Mid-Cap Value ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

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