Appleton Partners Inc. MA Decreases Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Appleton Partners Inc. MA trimmed its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSFree Report) by 5.9% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,471 shares of the company’s stock after selling 156 shares during the quarter. Appleton Partners Inc. MA’s holdings in iShares Russell Mid-Cap Value ETF were worth $310,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of IWS. Charles Schwab Investment Management Inc. purchased a new stake in shares of iShares Russell Mid-Cap Value ETF during the third quarter valued at about $6,144,000. Glenview Trust co raised its position in shares of iShares Russell Mid-Cap Value ETF by 2.9% in the 3rd quarter. Glenview Trust co now owns 7,743 shares of the company’s stock valued at $808,000 after purchasing an additional 218 shares during the last quarter. LPL Financial LLC raised its position in shares of iShares Russell Mid-Cap Value ETF by 0.6% in the 3rd quarter. LPL Financial LLC now owns 900,070 shares of the company’s stock valued at $93,913,000 after purchasing an additional 5,169 shares during the last quarter. Mariner LLC raised its position in shares of iShares Russell Mid-Cap Value ETF by 0.8% in the 3rd quarter. Mariner LLC now owns 290,161 shares of the company’s stock valued at $30,275,000 after purchasing an additional 2,201 shares during the last quarter. Finally, Pegasus Partners Ltd. raised its position in shares of iShares Russell Mid-Cap Value ETF by 323.3% in the 3rd quarter. Pegasus Partners Ltd. now owns 68,460 shares of the company’s stock valued at $7,143,000 after purchasing an additional 52,287 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Stock Up 0.1 %

Shares of iShares Russell Mid-Cap Value ETF stock traded up $0.18 during midday trading on Tuesday, hitting $120.77. The company had a trading volume of 45,156 shares, compared to its average volume of 479,513. The stock has a market cap of $12.64 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97. The company has a fifty day simple moving average of $121.43 and a 200 day simple moving average of $118.73. iShares Russell Mid-Cap Value ETF has a 12-month low of $97.40 and a 12-month high of $125.64.

iShares Russell Mid-Cap Value ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

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