Rockbridge Investment Management LCC Decreases Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Rockbridge Investment Management LCC trimmed its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 1.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,631 shares of the company’s stock after selling 91 shares during the quarter. Rockbridge Investment Management LCC’s holdings in iShares Russell Mid-Cap Value ETF were worth $599,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of IWS. Meridian Wealth Management LLC raised its stake in iShares Russell Mid-Cap Value ETF by 0.8% in the fourth quarter. Meridian Wealth Management LLC now owns 9,161 shares of the company’s stock valued at $1,185,000 after purchasing an additional 75 shares in the last quarter. Luts & Greenleigh Group Inc. raised its position in shares of iShares Russell Mid-Cap Value ETF by 0.9% during the 4th quarter. Luts & Greenleigh Group Inc. now owns 8,545 shares of the company’s stock valued at $1,105,000 after buying an additional 79 shares in the last quarter. Daymark Wealth Partners LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 4.6% during the 4th quarter. Daymark Wealth Partners LLC now owns 1,902 shares of the company’s stock worth $246,000 after acquiring an additional 83 shares during the last quarter. Continuum Advisory LLC grew its position in iShares Russell Mid-Cap Value ETF by 3.3% in the third quarter. Continuum Advisory LLC now owns 2,632 shares of the company’s stock worth $356,000 after acquiring an additional 85 shares in the last quarter. Finally, McIlrath & Eck LLC grew its position in iShares Russell Mid-Cap Value ETF by 18.8% in the third quarter. McIlrath & Eck LLC now owns 563 shares of the company’s stock worth $74,000 after acquiring an additional 89 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Stock Down 0.1 %

NYSEARCA IWS opened at $127.62 on Thursday. The stock’s 50-day simple moving average is $130.67 and its two-hundred day simple moving average is $132.02. iShares Russell Mid-Cap Value ETF has a twelve month low of $117.00 and a twelve month high of $140.95. The company has a market capitalization of $13.50 billion, a price-to-earnings ratio of 18.92 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.