Lido Advisors LLC Acquires New Stake in iShares Russell Mid-Cap Value ETF $IWS

Lido Advisors LLC bought a new position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) in the third quarter, according to the company in its most recent filing with the SEC. The fund bought 324,496 shares of the company’s stock, valued at approximately $52,160,000.

Other large investors have also recently modified their holdings of the company. Legacy Wealth Partners LLC lifted its position in iShares Russell Mid-Cap Value ETF by 2.4% in the third quarter. Legacy Wealth Partners LLC now owns 2,838 shares of the company’s stock worth $456,000 after buying an additional 67 shares during the last quarter. Howard Capital Management LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 3.6% during the third quarter. Howard Capital Management LLC now owns 2,100 shares of the company’s stock worth $338,000 after buying an additional 73 shares during the period. GAMMA Investing LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 7.5% during the second quarter. GAMMA Investing LLC now owns 1,077 shares of the company’s stock worth $177,000 after buying an additional 75 shares during the period. Asset One Wealth Management LLC increased its position in iShares Russell Mid-Cap Value ETF by 2.7% during the third quarter. Asset One Wealth Management LLC now owns 3,042 shares of the company’s stock valued at $489,000 after acquiring an additional 80 shares during the last quarter. Finally, Navigation Wealth Management Inc. increased its position in iShares Russell Mid-Cap Value ETF by 2.8% during the third quarter. Navigation Wealth Management Inc. now owns 3,150 shares of the company’s stock valued at $520,000 after acquiring an additional 85 shares during the last quarter. Institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Trading Down 0.1%

Shares of IWS opened at $172.27 on Wednesday. iShares Russell Mid-Cap Value ETF has a twelve month low of $133.74 and a twelve month high of $174.42. The company has a market cap of $15.10 billion, a P/E ratio of 18.85 and a beta of 0.95. The company’s fifty day simple moving average is $166.64 and its 200-day simple moving average is $160.28.

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.