iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Sold by Perigon Wealth Management LLC

Perigon Wealth Management LLC decreased its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 17.6% in the 1st quarter, HoldingsChannel reports. The firm owned 2,755 shares of the company’s stock after selling 588 shares during the quarter. Perigon Wealth Management LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $347,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of IWS. Brighton Jones LLC grew its holdings in shares of iShares Russell Mid-Cap Value ETF by 1.0% in the 4th quarter. Brighton Jones LLC now owns 20,670 shares of the company’s stock worth $2,673,000 after acquiring an additional 201 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of iShares Russell Mid-Cap Value ETF by 2.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 6,439 shares of the company’s stock valued at $833,000 after purchasing an additional 124 shares during the period. QRG Capital Management Inc. boosted its position in shares of iShares Russell Mid-Cap Value ETF by 6.1% in the 4th quarter. QRG Capital Management Inc. now owns 2,533 shares of the company’s stock valued at $328,000 after purchasing an additional 145 shares during the period. Kohmann Bosshard Financial Services LLC purchased a new position in iShares Russell Mid-Cap Value ETF in the 4th quarter worth about $26,000. Finally, SRS Capital Advisors Inc. raised its holdings in iShares Russell Mid-Cap Value ETF by 516.7% during the 4th quarter. SRS Capital Advisors Inc. now owns 6,950 shares of the company’s stock worth $899,000 after buying an additional 5,823 shares during the period. 80.17% of the stock is owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS opened at $132.14 on Tuesday. The company has a 50-day moving average of $127.58 and a two-hundred day moving average of $127.86. The stock has a market cap of $14.16 billion, a price-to-earnings ratio of 18.17 and a beta of 1.08. iShares Russell Mid-Cap Value ETF has a one year low of $108.85 and a one year high of $140.95.

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.