Walkner Condon Financial Advisors LLC Boosts Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Walkner Condon Financial Advisors LLC lifted its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 16.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,433 shares of the exchange traded fund’s stock after buying an additional 642 shares during the period. Walkner Condon Financial Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $821,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of IWD. Massachusetts Financial Services Co. MA lifted 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 acquiring an additional 14,966 shares during the last quarter. Wedmont Private Capital raised its position in iShares Russell 1000 Value ETF by 49.5% in 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 period. Strategic Financial Concepts LLC raised its position in iShares Russell 1000 Value ETF by 18,440.5% in 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 period. Widmann Financial Services Inc. lifted its stake in iShares Russell 1000 Value ETF by 2.0% in the third 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 lifted its stake in iShares Russell 1000 Value ETF by 1.4% in the fourth 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 Trading Up 0.8 %

Shares of NYSEARCA:IWD opened at $194.66 on Friday. The stock has a market capitalization of $60.98 billion, a P/E ratio of 17.81 and a beta of 0.77. The stock’s 50-day moving average price is $190.14 and its 200-day moving average price is $189.09. iShares Russell 1000 Value ETF has a 12-month low of $165.74 and a 12-month high of $200.42.

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).