WHI TRUST Co LLC Invests $6.83 Million in iShares Russell 3000 ETF $IWV

WHI TRUST Co LLC bought a new position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 17,645 shares of the company’s stock, valued at approximately $6,826,000. iShares Russell 3000 ETF makes up about 5.3% of WHI TRUST Co LLC’s investment portfolio, making the stock its 5th largest holding.

A number of other hedge funds and other institutional investors have also made changes to their positions in IWV. McLean Asset Management Corp increased its position in iShares Russell 3000 ETF by 1.8% in the 4th quarter. McLean Asset Management Corp now owns 1,752 shares of the company’s stock valued at $689,000 after acquiring an additional 31 shares during the period. Ashton Thomas Private Wealth LLC increased its position in iShares Russell 3000 ETF by 1.9% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 1,715 shares of the company’s stock valued at $650,000 after acquiring an additional 32 shares during the period. Harvest Investment Services LLC increased its position in iShares Russell 3000 ETF by 0.6% in the 3rd quarter. Harvest Investment Services LLC now owns 5,063 shares of the company’s stock valued at $1,919,000 after acquiring an additional 32 shares during the period. Synovus Financial Corp increased its position in iShares Russell 3000 ETF by 0.7% in the 3rd quarter. Synovus Financial Corp now owns 4,904 shares of the company’s stock valued at $1,859,000 after acquiring an additional 34 shares during the period. Finally, Sanctuary Advisors LLC increased its position in iShares Russell 3000 ETF by 0.9% in the 4th quarter. Sanctuary Advisors LLC now owns 4,617 shares of the company’s stock valued at $1,786,000 after acquiring an additional 42 shares during the period.

iShares Russell 3000 ETF Stock Up 0.8%

Shares of IWV stock opened at $423.38 on Friday. The stock has a market capitalization of $19.60 billion, a PE ratio of 25.11 and a beta of 1.01. iShares Russell 3000 ETF has a 52-week low of $327.25 and a 52-week high of $424.23. The stock’s 50-day moving average price is $390.63 and its 200 day moving average price is $389.25.

About iShares Russell 3000 ETF

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). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.