Sonata Capital Group Inc. Buys 893 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Sonata Capital Group Inc. raised its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 63,761 shares of the exchange traded fund’s stock after acquiring an additional 893 shares during the quarter. iShares Russell 1000 Value ETF makes up 5.1% of Sonata Capital Group Inc.’s portfolio, making the stock its 4th biggest holding. Sonata Capital Group Inc.’s holdings in iShares Russell 1000 Value ETF were worth $12,102,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in IWD. Strategic Family Wealth Counselors L.L.C. lifted its stake in shares of iShares Russell 1000 Value ETF by 29.5% during the third quarter. Strategic Family Wealth Counselors L.L.C. now owns 2,088 shares of the exchange traded fund’s stock valued at $396,000 after buying an additional 476 shares during the period. Quantum Private Wealth LLC raised its holdings in iShares Russell 1000 Value ETF by 11.0% in the 3rd quarter. Quantum Private Wealth LLC now owns 2,436 shares of the exchange traded fund’s stock valued at $462,000 after acquiring an additional 242 shares during the last quarter. Winthrop Advisory Group LLC lifted its stake in shares of iShares Russell 1000 Value ETF by 7.0% during the 3rd quarter. Winthrop Advisory Group LLC now owns 14,896 shares of the exchange traded fund’s stock worth $2,827,000 after purchasing an additional 969 shares during the period. Mainstream Capital Management LLC acquired a new stake in shares of iShares Russell 1000 Value ETF during the third quarter worth $3,578,000. Finally, Washington Trust Bank grew its position in shares of iShares Russell 1000 Value ETF by 65.7% in the third quarter. Washington Trust Bank now owns 9,353 shares of the exchange traded fund’s stock valued at $1,775,000 after purchasing an additional 3,710 shares during the period.

iShares Russell 1000 Value ETF Stock Performance

iShares Russell 1000 Value ETF stock traded up $1.04 during trading on Friday, hitting $195.38. The company’s stock had a trading volume of 199,558 shares, compared to its average volume of 1,726,082. The stock’s fifty day moving average is $188.77 and its 200 day moving average is $181.23. iShares Russell 1000 Value ETF has a 1-year low of $148.63 and a 1-year high of $195.38. The stock has a market capitalization of $61.20 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF 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).