CFS Investment Advisory Services LLC Has $40.45 Million Position in iShares Russell 1000 Value ETF $IWD

CFS Investment Advisory Services LLC lowered its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.9% during the 1st quarter, Holdings Channel reports. The fund owned 178,071 shares of the exchange traded fund’s stock after selling 7,287 shares during the period. iShares Russell 1000 Value ETF makes up 2.8% of CFS Investment Advisory Services LLC’s portfolio, making the stock its 4th largest holding. CFS Investment Advisory Services LLC’s holdings in iShares Russell 1000 Value ETF were worth $40,449,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Falcon Wealth Planning lifted its holdings in shares of iShares Russell 1000 Value ETF by 3.9% in the 1st quarter. Falcon Wealth Planning now owns 1,204 shares of the exchange traded fund’s stock worth $257,000 after purchasing an additional 45 shares in the last quarter. Members Wealth LLC raised its holdings in iShares Russell 1000 Value ETF by 3.6% during the first quarter. Members Wealth LLC now owns 1,330 shares of the exchange traded fund’s stock worth $301,000 after buying an additional 46 shares during the last quarter. Cardiff Park Advisors LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 0.6% in the fourth quarter. Cardiff Park Advisors LLC now owns 7,433 shares of the exchange traded fund’s stock valued at $1,563,000 after buying an additional 46 shares in the last quarter. Sax Wealth Advisors LLC grew its holdings in shares of iShares Russell 1000 Value ETF by 0.5% during the fourth quarter. Sax Wealth Advisors LLC now owns 9,571 shares of the exchange traded fund’s stock valued at $2,013,000 after buying an additional 49 shares during the last quarter. Finally, Cibc World Market Inc. increased its position in shares of iShares Russell 1000 Value ETF by 3.1% during the fourth quarter. Cibc World Market Inc. now owns 1,646 shares of the exchange traded fund’s stock worth $346,000 after acquiring an additional 49 shares in the last quarter. Institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Price Performance

IWD opened at $245.20 on Thursday. iShares Russell 1000 Value ETF has a fifty-two week low of $191.64 and a fifty-two week high of $249.26. The firm has a market capitalization of $80.98 billion, a PE ratio of 18.83 and a beta of 0.84. The company’s 50-day moving average is $238.39 and its 200 day moving average is $225.84.

iShares Russell 1000 Value ETF Company Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.