Geneos Wealth Management Inc. Decreases Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Geneos Wealth Management Inc. lowered its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 4.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,035 shares of the exchange traded fund’s stock after selling 279 shares during the period. Geneos Wealth Management Inc.’s holdings in iShares Russell 1000 Value ETF were worth $1,117,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in IWD. Massachusetts Financial Services Co. MA boosted its holdings in shares of iShares Russell 1000 Value ETF by 13.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 130,392 shares of the exchange traded fund’s stock worth $24,748,000 after purchasing an additional 14,966 shares during the period. Lake Hills Wealth Management LLC bought a new stake in iShares Russell 1000 Value ETF in the third quarter worth $271,000. Wedmont Private Capital lifted its position in iShares Russell 1000 Value ETF by 49.5% in the fourth quarter. Wedmont Private Capital now owns 4,083 shares of the exchange traded fund’s stock worth $750,000 after buying an additional 1,351 shares during the last quarter. Widmann Financial Services Inc. boosted its stake in iShares Russell 1000 Value ETF by 2.0% during the third quarter. Widmann Financial Services Inc. now owns 28,552 shares of the exchange traded fund’s stock worth $5,419,000 after buying an additional 561 shares during the period. Finally, Nemes Rush Group LLC increased its position in iShares Russell 1000 Value ETF by 382.1% during the second quarter. Nemes Rush Group LLC now owns 188 shares of the exchange traded fund’s stock valued at $33,000 after acquiring an additional 149 shares during the last quarter.

iShares Russell 1000 Value ETF Trading Up 0.3 %

Shares of IWD opened at $194.45 on Tuesday. iShares Russell 1000 Value ETF has a twelve month low of $164.34 and a twelve month high of $200.42. The company’s fifty day simple moving average is $191.08 and its 200-day simple moving average is $187.92. The company has a market cap of $60.91 billion, a P/E ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF Company 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).