Hapanowicz & Associates Financial Services Inc Cuts Stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Hapanowicz & Associates Financial Services Inc decreased its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 72.7% in the 4th quarter, Holdings Channel reports. The fund owned 27,979 shares of the company’s stock after selling 74,629 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for approximately 1.8% of Hapanowicz & Associates Financial Services Inc’s investment portfolio, making the stock its 9th biggest position. Hapanowicz & Associates Financial Services Inc’s holdings in iShares Russell Mid-Cap Value ETF were worth $3,619,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Strategic Financial Concepts LLC bought a new stake in iShares Russell Mid-Cap Value ETF in the 4th quarter valued at approximately $153,000. JPMorgan Chase & Co. raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 0.5% in the third quarter. JPMorgan Chase & Co. now owns 711,365 shares of the company’s stock valued at $94,078,000 after purchasing an additional 3,307 shares during the last quarter. Barclays PLC bought a new stake in shares of iShares Russell Mid-Cap Value ETF in the third quarter worth $635,000. Arkadios Wealth Advisors boosted its holdings in iShares Russell Mid-Cap Value ETF by 3.9% during the fourth quarter. Arkadios Wealth Advisors now owns 6,312 shares of the company’s stock worth $816,000 after purchasing an additional 236 shares during the last quarter. Finally, Robertson Stephens Wealth Management LLC grew its position in iShares Russell Mid-Cap Value ETF by 16.8% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 4,487 shares of the company’s stock valued at $580,000 after purchasing an additional 644 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Trading Up 0.1 %

Shares of IWS stock opened at $133.86 on Thursday. The firm’s fifty day moving average price is $132.02 and its two-hundred day moving average price is $131.77. iShares Russell Mid-Cap Value ETF has a 1 year low of $116.27 and a 1 year high of $140.95. The firm has a market capitalization of $13.84 billion, a P/E ratio of 19.24 and a beta of 1.13.

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.