Rebalance LLC Has $8.63 Million Stock Position in iShares Russell 3000 ETF $IWV

Rebalance LLC raised its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 30.6% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 24,593 shares of the company’s stock after buying an additional 5,757 shares during the quarter. iShares Russell 3000 ETF accounts for about 0.6% of Rebalance LLC’s investment portfolio, making the stock its 18th largest position. Rebalance LLC owned about 0.05% of iShares Russell 3000 ETF worth $8,632,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IWV. B. Riley Wealth Advisors Inc. grew its holdings in iShares Russell 3000 ETF by 8.3% in the 4th quarter. B. Riley Wealth Advisors Inc. now owns 2,189 shares of the company’s stock valued at $732,000 after buying an additional 168 shares during the last quarter. Copia Wealth Management acquired a new stake in shares of iShares Russell 3000 ETF during the 4th quarter worth approximately $64,000. Wealth Enhancement Advisory Services LLC grew its holdings in shares of iShares Russell 3000 ETF by 141.7% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 34,650 shares of the company’s stock worth $11,582,000 after purchasing an additional 20,315 shares in the last quarter. Mascagni Wealth Management Inc. acquired a new stake in shares of iShares Russell 3000 ETF during the 4th quarter worth approximately $83,000. Finally, Avant Financial Advisors LLC acquired a new stake in shares of iShares Russell 3000 ETF during the 4th quarter worth approximately $1,657,000.

iShares Russell 3000 ETF Trading Down 0.5%

Shares of NYSEARCA:IWV opened at $374.33 on Friday. iShares Russell 3000 ETF has a 1-year low of $273.60 and a 1-year high of $380.18. The firm has a market capitalization of $16.88 billion, a PE ratio of 25.11 and a beta of 1.02. The business’s 50 day moving average is $366.33 and its 200-day moving average is $340.86.

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).