iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Acquired by Inspirion Wealth Advisors LLC

Inspirion Wealth Advisors LLC grew its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 2.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 60,354 shares of the company’s stock after purchasing an additional 1,506 shares during the period. iShares Russell Mid-Cap Value ETF makes up 1.2% of Inspirion Wealth Advisors LLC’s holdings, making the stock its 17th largest position. Inspirion Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $7,564,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the company. International Assets Investment Management LLC boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 11,779.7% in the fourth quarter. International Assets Investment Management LLC now owns 780,737 shares of the company’s stock worth $90,792,000 after buying an additional 774,165 shares during the last quarter. American Century Companies Inc. boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 47.9% in the third quarter. American Century Companies Inc. now owns 2,280,405 shares of the company’s stock worth $237,937,000 after buying an additional 738,640 shares during the last quarter. Envestnet Portfolio Solutions Inc. boosted its position in iShares Russell Mid-Cap Value ETF by 29.5% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 3,127,508 shares of the company’s stock worth $363,698,000 after purchasing an additional 712,662 shares in the last quarter. First Citizens Bank & Trust Co. boosted its position in iShares Russell Mid-Cap Value ETF by 50.9% during the fourth quarter. First Citizens Bank & Trust Co. now owns 1,966,212 shares of the company’s stock worth $228,651,000 after purchasing an additional 663,605 shares in the last quarter. Finally, Jones Financial Companies Lllp boosted its position in iShares Russell Mid-Cap Value ETF by 4.8% during the fourth quarter. Jones Financial Companies Lllp now owns 7,518,850 shares of the company’s stock worth $874,367,000 after purchasing an additional 341,582 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Price Performance

IWS stock traded down $0.93 during mid-day trading on Wednesday, reaching $119.78. 64,008 shares of the company’s stock were exchanged, compared to its average volume of 477,609. The company has a market cap of $12.54 billion, a price-to-earnings ratio of 17.15 and a beta of 0.97. The stock’s 50 day moving average is $121.47 and its 200 day moving average is $119.18. 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 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.