Forte Asset Management LLC Has $9.03 Million Stock Position in iShares Russell 3000 ETF (NYSEARCA:IWV)

Forte Asset Management LLC raised its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 7.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 28,411 shares of the company’s stock after purchasing an additional 1,932 shares during the quarter. iShares Russell 3000 ETF accounts for about 4.5% of Forte Asset Management LLC’s investment portfolio, making the stock its 5th biggest position. Forte Asset Management LLC’s holdings in iShares Russell 3000 ETF were worth $9,025,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. NBC Securities Inc. bought a new position in iShares Russell 3000 ETF in the first quarter worth $31,000. Garde Capital Inc. acquired a new position in shares of iShares Russell 3000 ETF in the 1st quarter valued at $44,000. Physician Wealth Advisors Inc. bought a new position in shares of iShares Russell 3000 ETF during the 4th quarter worth about $48,000. Trust Co. of Vermont acquired a new stake in shares of iShares Russell 3000 ETF during the 1st quarter valued at about $50,000. Finally, JNBA Financial Advisors boosted its position in shares of iShares Russell 3000 ETF by 56.9% during the 1st quarter. JNBA Financial Advisors now owns 193 shares of the company’s stock valued at $61,000 after acquiring an additional 70 shares in the last quarter.

iShares Russell 3000 ETF Stock Up 0.9%

NYSEARCA IWV opened at $355.94 on Friday. iShares Russell 3000 ETF has a twelve month low of $273.60 and a twelve month high of $356.27. The stock has a market cap of $16.07 billion, a P/E ratio of 24.00 and a beta of 1.02. The company’s 50-day simple moving average is $335.69 and its 200 day simple moving average is $330.80.

iShares Russell 3000 ETF Profile

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).