iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Sold by Evergreen Advisors LLC

Evergreen Advisors LLC lowered its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 26.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,309 shares of the exchange traded fund’s stock after selling 1,171 shares during the period. iShares Russell 1000 Value ETF comprises approximately 0.2% of Evergreen Advisors LLC’s investment portfolio, making the stock its 13th biggest position. Evergreen Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $613,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Massachusetts Financial Services Co. MA raised its position in shares of iShares Russell 1000 Value ETF by 13.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 130,392 shares of the exchange traded fund’s stock worth $24,748,000 after acquiring an additional 14,966 shares during the period. Wedmont Private Capital raised its position in shares of iShares Russell 1000 Value ETF by 49.5% during the 4th quarter. Wedmont Private Capital now owns 4,083 shares of the exchange traded fund’s stock worth $750,000 after purchasing an additional 1,351 shares during the last quarter. Strategic Financial Concepts LLC raised its position in shares of iShares Russell 1000 Value ETF by 18,440.5% during the 4th quarter. Strategic Financial Concepts LLC now owns 420,683 shares of the exchange traded fund’s stock worth $77,881,000 after purchasing an additional 418,414 shares during the last quarter. Widmann Financial Services Inc. raised its position in shares of iShares Russell 1000 Value ETF by 2.0% during the 3rd quarter. Widmann Financial Services Inc. now owns 28,552 shares of the exchange traded fund’s stock worth $5,419,000 after purchasing an additional 561 shares during the last quarter. Finally, Embree Financial Group raised its position in shares of iShares Russell 1000 Value ETF by 1.4% during the 4th quarter. Embree Financial Group now owns 6,433 shares of the exchange traded fund’s stock worth $1,191,000 after purchasing an additional 86 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Up 1.3 %

IWD opened at $194.37 on Friday. iShares Russell 1000 Value ETF has a twelve month low of $168.85 and a twelve month high of $200.42. The company has a 50-day moving average price of $190.87 and a 200 day moving average price of $190.29. The company has a market cap of $62.52 billion, a PE ratio of 19.81 and a beta of 0.98.

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).