Robertson Stephens Wealth Management LLC Grows Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Robertson Stephens Wealth Management LLC raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 16.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,487 shares of the company’s stock after buying an additional 644 shares during the period. Robertson Stephens Wealth Management LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $580,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brookstone Capital Management increased its stake in shares of iShares Russell Mid-Cap Value ETF by 5.2% during the third quarter. Brookstone Capital Management now owns 7,447 shares of the company’s stock worth $985,000 after purchasing an additional 371 shares in the last quarter. CWM LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 9.6% during the third quarter. CWM LLC now owns 67,355 shares of the company’s stock worth $8,908,000 after purchasing an additional 5,903 shares in the last quarter. Valeo Financial Advisors LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 5.0% during the third quarter. Valeo Financial Advisors LLC now owns 3,725 shares of the company’s stock worth $492,000 after purchasing an additional 179 shares in the last quarter. Annex Advisory Services LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 22.4% during the third quarter. Annex Advisory Services LLC now owns 3,014 shares of the company’s stock worth $399,000 after purchasing an additional 551 shares in the last quarter. Finally, Concourse Financial Group Securities Inc. increased its stake in shares of iShares Russell Mid-Cap Value ETF by 8.7% during the third quarter. Concourse Financial Group Securities Inc. now owns 23,276 shares of the company’s stock worth $3,078,000 after purchasing an additional 1,868 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Trading Down 0.5 %

IWS opened at $132.87 on Friday. The firm has a market capitalization of $13.91 billion, a PE ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a twelve month low of $113.80 and a twelve month high of $140.95. The firm’s 50-day moving average price is $132.95 and its 200 day moving average price is $131.30.

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.