iShares Russell 1000 Value Index (IWD) is JOYN Advisors Inc.’s Largest Position

JOYN Advisors Inc. lessened its stake in iShares Russell 1000 Value Index (NYSE:IWD) by 8.7% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 503,958 shares of the exchange traded fund’s stock after selling 47,761 shares during the period. iShares Russell 1000 Value Index comprises approximately 17.3% of JOYN Advisors Inc.’s portfolio, making the stock its largest position. JOYN Advisors Inc.’s holdings in iShares Russell 1000 Value Index were worth $58,676,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of IWD. Osborne Partners Capital Management LLC increased its holdings in iShares Russell 1000 Value Index by 0.9% in the 2nd quarter. Osborne Partners Capital Management LLC now owns 20,187 shares of the exchange traded fund’s stock valued at $2,350,000 after purchasing an additional 187 shares during the last quarter. Gibson Capital LLC increased its holdings in iShares Russell 1000 Value Index by 22.9% in the 2nd quarter. Gibson Capital LLC now owns 2,146 shares of the exchange traded fund’s stock valued at $247,000 after purchasing an additional 400 shares during the last quarter. Investment Partners Ltd. OH ADV increased its holdings in iShares Russell 1000 Value Index by 11.2% in the 2nd quarter. Investment Partners Ltd. OH ADV now owns 26,087 shares of the exchange traded fund’s stock valued at $3,037,000 after purchasing an additional 2,636 shares during the last quarter. Puplava Financial Services Inc. increased its holdings in iShares Russell 1000 Value Index by 61.1% in the 2nd quarter. Puplava Financial Services Inc. now owns 116,074 shares of the exchange traded fund’s stock valued at $13,514,000 after purchasing an additional 44,039 shares during the last quarter. Finally, Berkshire Asset Management LLC PA increased its holdings in iShares Russell 1000 Value Index by 0.4% in the 2nd quarter. Berkshire Asset Management LLC PA now owns 30,253 shares of the exchange traded fund’s stock valued at $3,522,000 after purchasing an additional 128 shares during the last quarter.

iShares Russell 1000 Value Index (NYSE:IWD) traded up 0.23% during mid-day trading on Tuesday, reaching $119.81. 508,037 shares of the company traded hands. iShares Russell 1000 Value Index has a 52-week low of $102.07 and a 52-week high of $121.24. The stock has a 50-day moving average of $117.17 and a 200 day moving average of $115.92.

The business also recently declared a quarterly dividend, which was paid on Friday, September 29th. Investors of record on Wednesday, September 27th were given a dividend of $0.6626 per share. This represents a $2.65 annualized dividend and a yield of 2.22%. The ex-dividend date of this dividend was Tuesday, September 26th.

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About iShares Russell 1000 Value Index

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).

Institutional Ownership by Quarter for iShares Russell 1000 Value Index (NYSE:IWD)

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