iShares Russell Mid-Cap Value ETF $IWS Shares Newly Acquired by Evensky & Katz LLC

Evensky & Katz LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 8,319 shares of the company’s stock, valued at approximately $1,337,000.

Several other institutional investors have also made changes to their positions in IWS. First Citizens Bank & Trust Co. bought a new stake in iShares Russell Mid-Cap Value ETF in the third quarter valued at about $297,622,000. Cassaday & Co Wealth Management LLC raised its position in iShares Russell Mid-Cap Value ETF by 1.9% in the first quarter. Cassaday & Co Wealth Management LLC now owns 1,023,739 shares of the company’s stock worth $149,200,000 after purchasing an additional 18,611 shares in the last quarter. Lido Advisors LLC raised its position in iShares Russell Mid-Cap Value ETF by 6.9% in the first quarter. Lido Advisors LLC now owns 321,226 shares of the company’s stock worth $46,816,000 after purchasing an additional 20,686 shares in the last quarter. SVB Wealth LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 5.8% during the second quarter. SVB Wealth LLC now owns 276,422 shares of the company’s stock worth $45,499,000 after purchasing an additional 15,220 shares during the period. Finally, Cedar Mountain Advisors LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 0.4% during the second quarter. Cedar Mountain Advisors LLC now owns 252,713 shares of the company’s stock worth $41,597,000 after purchasing an additional 1,131 shares during the period. 80.17% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Stock Up 0.1%

Shares of IWS opened at $169.00 on Wednesday. The company has a 50-day moving average price of $166.77 and a two-hundred day moving average price of $159.12. The stock has a market cap of $15.69 billion, a price-to-earnings ratio of 19.11 and a beta of 0.96. iShares Russell Mid-Cap Value ETF has a 12 month low of $133.74 and a 12 month high of $173.52.

iShares Russell Mid-Cap Value ETF Company 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.