Wescott Financial Advisory Group LLC Sells 4,689 Shares of iShares Russell Mid-Cap Value ETF $IWS

Wescott Financial Advisory Group LLC decreased its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 2.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 205,539 shares of the company’s stock after selling 4,689 shares during the quarter. iShares Russell Mid-Cap Value ETF comprises 2.5% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 11th biggest holding. Wescott Financial Advisory Group LLC owned about 0.21% of iShares Russell Mid-Cap Value ETF worth $28,991,000 as of its most recent filing with the SEC.

Several other large investors have also recently modified their holdings of IWS. Brighton Jones LLC increased its position in iShares Russell Mid-Cap Value ETF by 1.0% during the fourth quarter. Brighton Jones LLC now owns 20,670 shares of the company’s stock valued at $2,673,000 after acquiring an additional 201 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 2.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 6,439 shares of the company’s stock worth $833,000 after purchasing an additional 124 shares during the period. AQR Capital Management LLC boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 18.6% during the 1st quarter. AQR Capital Management LLC now owns 8,080 shares of the company’s stock worth $1,018,000 after purchasing an additional 1,267 shares during the period. Jane Street Group LLC bought a new position in iShares Russell Mid-Cap Value ETF during the 1st quarter valued at about $5,269,000. Finally, Russell Investments Group Ltd. grew its holdings in iShares Russell Mid-Cap Value ETF by 166.6% during the 2nd quarter. Russell Investments Group Ltd. now owns 2,607 shares of the company’s stock valued at $344,000 after purchasing an additional 1,629 shares during the last quarter. Institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Trading Up 2.1%

Shares of NYSEARCA:IWS opened at $161.87 on Friday. The company has a market capitalization of $15.43 billion, a price-to-earnings ratio of 19.11 and a beta of 0.95. iShares Russell Mid-Cap Value ETF has a 12 month low of $128.00 and a 12 month high of $162.64. The firm’s 50-day moving average is $156.21 and its 200 day moving average is $149.83.

iShares Russell Mid-Cap Value ETF 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.