Annex Advisory Services LLC lifted its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 26.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,901 shares of the company’s stock after buying an additional 1,031 shares during the quarter. Annex Advisory Services LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $648,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of IWS. Olde Wealth Management LLC purchased a new stake in iShares Russell Mid-Cap Value ETF during the 1st quarter worth about $26,000. Trifecta Capital Advisors LLC purchased a new stake in iShares Russell Mid-Cap Value ETF during the 1st quarter worth about $28,000. Hughes Financial Services LLC purchased a new stake in iShares Russell Mid-Cap Value ETF during the 1st quarter worth about $31,000. AlphaCore Capital LLC purchased a new stake in iShares Russell Mid-Cap Value ETF during the 1st quarter worth about $31,000. Finally, Capital A Wealth Management LLC purchased a new stake in iShares Russell Mid-Cap Value ETF during the 4th quarter worth about $32,000. Hedge funds and other institutional investors own 80.17% of the company’s stock.
iShares Russell Mid-Cap Value ETF Price Performance
Shares of NYSEARCA IWS opened at $138.72 on Monday. The stock’s 50-day moving average is $136.77 and its two-hundred day moving average is $129.89. iShares Russell Mid-Cap Value ETF has a 1-year low of $108.85 and a 1-year high of $140.95. The company has a market cap of $13.84 billion, a price-to-earnings ratio of 19.11 and a beta of 1.08.
About iShares Russell Mid-Cap Value ETF
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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