SOA Wealth Advisors LLC. Has $3.06 Million Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

SOA Wealth Advisors LLC. trimmed its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 4.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,505 shares of the exchange traded fund’s stock after selling 796 shares during the quarter. SOA Wealth Advisors LLC.’s holdings in iShares Russell 1000 Value ETF were worth $3,056,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Daymark Wealth Partners LLC grew its stake in iShares Russell 1000 Value ETF by 29.1% in the third quarter. Daymark Wealth Partners LLC now owns 1,693 shares of the exchange traded fund’s stock valued at $321,000 after acquiring an additional 382 shares during the period. CWM LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 20.0% during the 3rd quarter. CWM LLC now owns 64,999 shares of the exchange traded fund’s stock valued at $12,337,000 after purchasing an additional 10,819 shares in the last quarter. Sanibel Captiva Trust Company Inc. grew its position in shares of iShares Russell 1000 Value ETF by 57.2% in the 3rd quarter. Sanibel Captiva Trust Company Inc. now owns 8,672 shares of the exchange traded fund’s stock valued at $1,646,000 after purchasing an additional 3,157 shares during the period. Watts Gwilliam & Co. LLC bought a new stake in iShares Russell 1000 Value ETF during the 3rd quarter worth approximately $3,738,000. Finally, Towerpoint Wealth LLC raised its holdings in iShares Russell 1000 Value ETF by 8.4% during the 3rd quarter. Towerpoint Wealth LLC now owns 29,809 shares of the exchange traded fund’s stock worth $5,658,000 after buying an additional 2,316 shares during the period.

iShares Russell 1000 Value ETF Stock Performance

Shares of IWD opened at $193.25 on Friday. The firm’s 50 day moving average price is $190.52 and its two-hundred day moving average price is $188.66. iShares Russell 1000 Value ETF has a twelve month low of $164.34 and a twelve month high of $200.42. The firm has a market cap of $60.54 billion, a P/E ratio of 17.81 and a beta of 0.77.

About iShares Russell 1000 Value ETF

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index).