Lakeshore Financial Planning Inc. Cuts Position in iShares Russell 3000 ETF $IWV

Lakeshore Financial Planning Inc. lessened its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.3% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,149 shares of the company’s stock after selling 30 shares during the period. iShares Russell 3000 ETF makes up approximately 1.3% of Lakeshore Financial Planning Inc.’s portfolio, making the stock its 14th biggest holding. Lakeshore Financial Planning Inc.’s holdings in iShares Russell 3000 ETF were worth $3,211,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. NorthRock Partners LLC purchased a new position in shares of iShares Russell 3000 ETF in the 1st quarter worth approximately $25,000. NBC Securities Inc. purchased a new position in iShares Russell 3000 ETF in the first quarter valued at approximately $31,000. Hughes Financial Services LLC purchased a new position in iShares Russell 3000 ETF in the first quarter valued at approximately $34,000. Garde Capital Inc. purchased a new position in iShares Russell 3000 ETF in the first quarter valued at approximately $44,000. Finally, Truvestments Capital LLC lifted its stake in iShares Russell 3000 ETF by 50.5% in the first quarter. Truvestments Capital LLC now owns 149 shares of the company’s stock valued at $47,000 after purchasing an additional 50 shares during the last quarter.

iShares Russell 3000 ETF Price Performance

NYSEARCA:IWV opened at $377.98 on Monday. The company has a market cap of $17.05 billion, a P/E ratio of 25.11 and a beta of 1.02. The stock’s fifty day moving average price is $364.59 and its two-hundred day moving average price is $339.60. iShares Russell 3000 ETF has a 1 year low of $273.60 and a 1 year high of $378.64.

About iShares Russell 3000 ETF

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).