Sentinel Advisory Group LLC Takes Position in iShares Russell Mid-Cap Value ETF $IWS

Sentinel Advisory Group LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 65,328 shares of the company’s stock, valued at approximately $9,521,000. iShares Russell Mid-Cap Value ETF comprises approximately 4.6% of Sentinel Advisory Group LLC’s portfolio, making the stock its 5th biggest holding. Sentinel Advisory Group LLC owned approximately 0.07% of iShares Russell Mid-Cap Value ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in IWS. Wells Fargo & Company MN increased its position in iShares Russell Mid-Cap Value ETF by 4.4% during the 4th quarter. Wells Fargo & Company MN now owns 3,917,401 shares of the company’s stock valued at $552,549,000 after purchasing an additional 165,686 shares during the period. Bank of America Corp DE lifted its position in shares of iShares Russell Mid-Cap Value ETF by 0.4% in the 2nd quarter. Bank of America Corp DE now owns 3,759,738 shares of the company’s stock worth $496,812,000 after purchasing an additional 16,361 shares during the period. Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 1,160.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,565,153 shares of the company’s stock valued at $502,865,000 after purchasing an additional 3,282,372 shares during the last quarter. Envestnet Portfolio Solutions Inc. increased its position in shares of iShares Russell Mid-Cap Value ETF by 1.2% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 2,856,534 shares of the company’s stock worth $402,914,000 after buying an additional 33,247 shares during the period. Finally, First Citizens Bank & Trust Co. increased its position in shares of iShares Russell Mid-Cap Value ETF by 1.2% during the fourth quarter. First Citizens Bank & Trust Co. now owns 2,732,375 shares of the company’s stock worth $385,401,000 after buying an additional 33,376 shares during the period. 80.17% of the stock is owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Stock Up 0.9%

Shares of NYSEARCA IWS opened at $166.48 on Friday. iShares Russell Mid-Cap Value ETF has a twelve month low of $131.46 and a twelve month high of $168.14. The firm has a fifty day simple moving average of $162.75 and a 200 day simple moving average of $154.77. The company has a market capitalization of $15.59 billion, a PE ratio of 19.11 and a beta of 0.95.

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.