2,178 iShares Russell 1000 Value ETF $IWD Shares Acquired by CFM Wealth Partners LLC

CFM Wealth Partners LLC grew its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 5.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 39,158 shares of the exchange traded fund’s stock after acquiring an additional 2,178 shares during the quarter. iShares Russell 1000 Value ETF accounts for approximately 1.2% of CFM Wealth Partners LLC’s holdings, making the stock its 23rd largest holding. CFM Wealth Partners LLC’s holdings in iShares Russell 1000 Value ETF were worth $9,708,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Commonwealth Equity Services LLC purchased a new position in shares of iShares Russell 1000 Value ETF in the 3rd quarter valued at approximately $374,407,000. Greenleaf Trust boosted its stake in iShares Russell 1000 Value ETF by 20,660.3% in the 2nd quarter. Greenleaf Trust now owns 1,491,213 shares of the exchange traded fund’s stock worth $116,166,000 after purchasing an additional 1,484,030 shares in the last quarter. Stairway Partners LLC purchased a new stake in iShares Russell 1000 Value ETF during the 3rd quarter worth approximately $326,735,000. Oakworth Capital Inc. purchased a new stake in iShares Russell 1000 Value ETF during the 3rd quarter worth approximately $217,500,000. Finally, Waldron Private Wealth LLC purchased a new stake in iShares Russell 1000 Value ETF during the 3rd quarter worth approximately $207,607,000. Hedge funds and other institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Trading Up 0.4%

Shares of iShares Russell 1000 Value ETF stock opened at $263.81 on Thursday. iShares Russell 1000 Value ETF has a 12-month low of $199.79 and a 12-month high of $267.24. The firm has a market capitalization of $85.07 billion, a price-to-earnings ratio of 21.21 and a beta of 0.84. The firm’s 50 day simple moving average is $255.33 and its two-hundred day simple moving average is $239.82.

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.