Bartlett & CO. Wealth Management LLC Decreases Stock Position in iShares Russell Mid-Cap Value ETF $IWS

Bartlett & CO. Wealth Management LLC trimmed its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 7.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 74,663 shares of the company’s stock after selling 5,735 shares during the period. Bartlett & CO. Wealth Management LLC owned 0.08% of iShares Russell Mid-Cap Value ETF worth $11,644,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. FSA Advisors Inc. purchased a new stake in shares of iShares Russell Mid-Cap Value ETF in the first quarter valued at about $280,000. Prosperity Consulting Group LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 1.7% during the 1st quarter. Prosperity Consulting Group LLC now owns 113,106 shares of the company’s stock worth $16,484,000 after purchasing an additional 1,945 shares in the last quarter. Wealthfront Advisers LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 9.8% during the 1st quarter. Wealthfront Advisers LLC now owns 13,145 shares of the company’s stock worth $1,916,000 after purchasing an additional 1,174 shares in the last quarter. Bank of New York Mellon Corp raised its position in shares of iShares Russell Mid-Cap Value ETF by 16.0% during the 1st quarter. Bank of New York Mellon Corp now owns 76,849 shares of the company’s stock worth $11,200,000 after purchasing an additional 10,625 shares during the last quarter. Finally, Luts & Greenleigh Group Inc. lifted its stake in iShares Russell Mid-Cap Value ETF by 5.0% in the 1st quarter. Luts & Greenleigh Group Inc. now owns 9,312 shares of the company’s stock valued at $1,357,000 after buying an additional 446 shares in the last quarter. 80.17% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap Value ETF Stock Performance

Shares of NYSEARCA:IWS opened at $166.12 on Friday. The business’s fifty day moving average price is $161.95 and its two-hundred day moving average price is $153.95. The stock has a market cap of $15.67 billion, a PE ratio of 19.11 and a beta of 0.95. iShares Russell Mid-Cap Value ETF has a one year low of $131.46 and a one year high of $168.14.

iShares Russell Mid-Cap Value ETF 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. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.