Heritage Financial Services LLC Lowers Position in iShares Russell 3000 ETF $IWV

Heritage Financial Services LLC lessened its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 6.4% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,763 shares of the company’s stock after selling 393 shares during the period. iShares Russell 3000 ETF makes up about 0.2% of Heritage Financial Services LLC’s investment portfolio, making the stock its 24th largest position. Heritage Financial Services LLC’s holdings in iShares Russell 3000 ETF were worth $1,831,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the business. NorthRock Partners LLC bought a new position in iShares Russell 3000 ETF during the first quarter valued at $25,000. NBC Securities Inc. bought a new position in iShares Russell 3000 ETF during the first quarter valued at $31,000. Hughes Financial Services LLC bought a new position in iShares Russell 3000 ETF during the first quarter valued at $34,000. Garde Capital Inc. bought a new position in shares of iShares Russell 3000 ETF in the first quarter worth about $44,000. Finally, Trust Co. of Vermont bought a new position in shares of iShares Russell 3000 ETF in the first quarter worth about $50,000.

iShares Russell 3000 ETF Trading Down 0.0%

NYSEARCA IWV opened at $365.52 on Tuesday. The company’s 50-day moving average price is $353.78 and its 200-day moving average price is $334.91. The stock has a market cap of $16.48 billion, a PE ratio of 25.11 and a beta of 1.02. iShares Russell 3000 ETF has a 12 month low of $273.60 and a 12 month high of $367.11.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).