Oxford Financial Group LTD. LLC Has $7.66 Million Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Oxford Financial Group LTD. LLC trimmed its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 41,389 shares of the exchange traded fund’s stock after selling 1,348 shares during the quarter. iShares Russell 1000 Value ETF makes up 0.5% of Oxford Financial Group LTD. LLC’s portfolio, making the stock its 26th biggest position. Oxford Financial Group LTD. LLC’s holdings in iShares Russell 1000 Value ETF were worth $7,662,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IWD. Raymond James Financial Inc. bought a new position in iShares Russell 1000 Value ETF during the fourth quarter worth about $972,637,000. BNP Paribas Financial Markets boosted its holdings in iShares Russell 1000 Value ETF by 1,200,216.9% during the third quarter. BNP Paribas Financial Markets now owns 780,206 shares of the exchange traded fund’s stock worth $148,083,000 after buying an additional 780,141 shares during the last quarter. Strategic Financial Concepts LLC boosted its holdings in iShares Russell 1000 Value ETF by 18,440.5% during the fourth quarter. Strategic Financial Concepts LLC now owns 420,683 shares of the exchange traded fund’s stock worth $77,881,000 after buying an additional 418,414 shares during the last quarter. Equity Investment Corp boosted its holdings in iShares Russell 1000 Value ETF by 291.7% during the fourth quarter. Equity Investment Corp now owns 439,833 shares of the exchange traded fund’s stock worth $81,426,000 after buying an additional 327,537 shares during the last quarter. Finally, Truist Financial Corp boosted its holdings in iShares Russell 1000 Value ETF by 13.6% during the fourth quarter. Truist Financial Corp now owns 2,501,354 shares of the exchange traded fund’s stock worth $463,076,000 after buying an additional 299,280 shares during the last quarter.

iShares Russell 1000 Value ETF Trading Down 0.3 %

Shares of IWD opened at $187.99 on Friday. iShares Russell 1000 Value ETF has a 1 year low of $168.85 and a 1 year high of $200.42. The stock has a market cap of $60.81 billion, a P/E ratio of 19.31 and a beta of 0.97. The stock’s 50-day moving average price is $191.28 and its two-hundred day moving average price is $190.64.

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).