iShares Russell Mid-Cap Value ETF $IWS Shares Newly Purchased by Inspirion Wealth Advisors LLC

Inspirion Wealth Advisors LLC purchased a new position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 52,781 shares of the company’s stock, valued at approximately $8,484,000. iShares Russell Mid-Cap Value ETF makes up approximately 1.0% of Inspirion Wealth Advisors LLC’s investment portfolio, making the stock its 20th largest position.

A number of other hedge funds have also recently added to or reduced their stakes in IWS. Diversified Management Inc. acquired a new position in iShares Russell Mid-Cap Value ETF during the 3rd quarter worth approximately $478,000. Acropolis Investment Management LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF in the 3rd quarter valued at approximately $107,000. GAMMA Investing LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 13.0% in the 3rd quarter. GAMMA Investing LLC now owns 1,217 shares of the company’s stock valued at $196,000 after buying an additional 140 shares during the period. Farther Finance Advisors LLC boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 10.0% in the third quarter. Farther Finance Advisors LLC now owns 48,141 shares of the company’s stock valued at $7,738,000 after buying an additional 4,372 shares in the last quarter. Finally, YHB Investment Advisors Inc. purchased a new stake in shares of iShares Russell Mid-Cap Value ETF in the third quarter valued at approximately $204,000. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS stock opened at $163.89 on Friday. The business’s fifty day moving average price is $167.84 and its 200 day moving average price is $161.95. iShares Russell Mid-Cap Value ETF has a 1-year low of $133.74 and a 1-year high of $173.52. The firm has a market capitalization of $15.16 billion, a PE ratio of 19.11 and a beta of 0.96.

iShares Russell Mid-Cap Value ETF Company Profile

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. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.