iShares Russell 3000 ETF (NYSEARCA:IWV) is Tlwm’s 2nd Largest Position

Tlwm increased its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 294,384 shares of the company’s stock after buying an additional 1,623 shares during the period. iShares Russell 3000 ETF comprises about 19.4% of Tlwm’s investment portfolio, making the stock its 2nd largest position. Tlwm owned approximately 0.64% of iShares Russell 3000 ETF worth $98,398,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in IWV. Truvestments Capital LLC acquired a new stake in shares of iShares Russell 3000 ETF during the third quarter worth $33,000. Blue Trust Inc. lifted its holdings in iShares Russell 3000 ETF by 384.0% in the third quarter. Blue Trust Inc. now owns 121 shares of the company’s stock worth $37,000 after acquiring an additional 96 shares during the last quarter. Federated Hermes Inc. boosted its stake in iShares Russell 3000 ETF by 142.1% in the second quarter. Federated Hermes Inc. now owns 138 shares of the company’s stock valued at $43,000 after acquiring an additional 81 shares during the period. Sunbelt Securities Inc. grew its holdings in shares of iShares Russell 3000 ETF by 36.0% during the third quarter. Sunbelt Securities Inc. now owns 136 shares of the company’s stock valued at $44,000 after purchasing an additional 36 shares during the last quarter. Finally, Key Financial Inc raised its position in shares of iShares Russell 3000 ETF by 18.9% during the 3rd quarter. Key Financial Inc now owns 472 shares of the company’s stock worth $154,000 after purchasing an additional 75 shares during the period.

iShares Russell 3000 ETF Price Performance

Shares of IWV opened at $332.13 on Tuesday. iShares Russell 3000 ETF has a 12 month low of $269.20 and a 12 month high of $349.54. The stock has a fifty day moving average price of $340.76 and a 200 day moving average price of $326.32. The company has a market cap of $15.21 billion, a P/E ratio of 24.59 and a beta of 1.03.

iShares Russell 3000 ETF Company Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).